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Estate Planning Checklist

The following checklist should help you think about what to include in your estate plan. Cataloging what to include and organizing your thoughts about your estate is often helpful in creating your plan. Brennan & David Law Group insists that every estate plan be customized to the person and their preferences, concerns, and assets. Common [..]

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The 2017 tax bill and pending legislation could impact the settlement of harassment claims.

Several high-profile cases of sexual harassment have come to the public’s attention over the last several months. These high-profile cases and the so called “Me Too” movement have pushed forward the public discourse on the existence of sexual harassment in the workplace, the appropriate way to respond to complaints of sexual harassment, and whether confidentiality [..]

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Why is it Important to Have an Estate Plan?

How is an estate plan useful? An estate plan serves a number of purposes. Combined, a living trust, last will and testament, and advanced healthcare directive can see that your wishes are carried out. An estate plan can give you peace of mind, but it has a larger impact on your family. An estate plan [..]

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Can an employer fire an employee for testing positive for marijuana?

As of January 1, 2018, California law expanded individuals’ ability to purchase marijuana in the state. Since the passage of Proposition 64 in November 2016, California has allowed the possession of small amounts of marijuana for recreational purposes. California law now permits the sale of small amounts of marijuana, making it easier for individuals across [..]

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Do I Need A Probate Attorney?

How can an attorney help with probate? Preventing problems: Sometimes having a lawyer can prevent disputes. It depends on the family members, but sometimes having legal advice and representation can calm a situation. Everyone knowing that the law is being followed can preempt problems. Interactions with creditors is often much easier when an attorney is [..]

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The Probate Process

Probate is required in California unless the assets are jointly owned or the estate is worth less than $150,000. Not all assets go through probate, such as any assets in a living trust or if a financial account has an heir listed. Bank accounts, life insurance accounts, and retirement accounts often have an heir named [..]

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