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What is a HIPAA Authorization for Release of Medical Information?

A HIPAA authorization to release information is a document that allows an individual’s health information to be used or disclosed to a third party specified by the individual. The Health Insurance...

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Understanding the 2025 Gift and Estate Tax Exemption Changes: How They Affect...

As we approach 2025, changes in gift and estate tax exemption limits are expected to impact how individuals and families transfer wealth. These adjustments, particularly to the annual gift and lifetime...

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Leveraging the 2025 Annual Gift Tax Exclusion for Estate Planning

In 2025, the annual gift tax exclusion amount has been updated, providing individuals with a strategic opportunity to minimize their taxable estate through gifts to an Irrevocable Life Insurance Trust...

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Protecting Aging Loved Ones with an Irrevocable Trust

As we and our loved ones grow older, new challenges and risks can arise—beyond just health concerns. Financial security can become vulnerable to mismanagement or even exploitation by unscrupulous...

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Why the Holidays Are the Perfect Time to Talk About Estate Planning with...

As we prepare for the holiday season and look forward to spending time with family and loved ones, it’s important to address a crucial but often overlooked topic: the need for open conversations with...

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Important Update: Corporate Transparency Act Legal Developments

There have been significant developments regarding the Corporate Transparency Act (CTA) that you need to know about. Whether you own a business or serve as a manager, director, or partner, these...

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Legal Battle Over Padres Ownership Highlights the Critical Need for Clear...

The San Diego Padres are facing more than just offseason challenges as a legal dispute over team ownership unfolds within the Seidler family. Sheel Seidler, widow of late Padres owner Peter Seidler,...

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Step-by-Step Guide to Assembling an Emergency Go Bag

In light of the wildfires that LA County has been experiencing this past week, we thought it would be a good idea to share some helpful information on what you will want to consider packing to be...

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Why Listing Your Trust on Home Insurance Matters

For many homeowners, transferring the title of their home into a trust is a prudent estate planning move. A trust can help avoid probate, streamline the transfer of assets to beneficiaries, and provide...

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FinCEN Beneficial Ownership Filing Requirements Paused

The following update is related to ongoing litigation related to the January 2024 law requiring business entities to report their ownership interests to FinCEN – Texas Top Cop Shop, Inc., et al. v....

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5 Simple Estate Planning Steps: Your Guide to Securing Your Future

Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored. Whether you are setting up your estate plan for the first time or...

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Corporate Transparency Act Update

We wanted to provide an important update regarding the Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) Reporting Rule.On February 17, 2025, the U.S. District Court for...

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The Importance of Trust Administration in Estate Planning: Why Consulting an...

The Importance of Trust Administration in Estate Planning: Why Consulting an Attorney is EssentialTrust administration is a crucial component of estate planning, ensuring that your assets are properly...

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