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May 2026 ALWAYS UNITED
Estate Plan Essentials for California Families
Hello John,
One of the most meaningful gifts you can leave your loved ones is a clear plan for the future.
If you live in California, you may be surprised to learn that a will alone is often not enough — especially if you own a home or other property. Without the right plan in place, your estate may go through probate, a costly and time-consuming court process.
The good news is that a few important documents can help protect your wishes, reduce unnecessary expenses, and make things easier for the people you care about most.
A complete estate plan includes:
Last Will and Testament
Direct asset distribution and name guardians for minor children.
Revocable Living Trust (if needed)
Help avoid probate and ensure the smooth transfer of property.
Advance Health Care Directive
State your medical wishes and designate a health care proxy.
Durable Power of Attorney for Finances
Authorize someone you trust to manage finances if you are unable.
Taking time to review these documents can provide peace of mind for you and your family while helping preserve the legacy you wish to leave behind.
Thoughtful planning may also help you continue supporting the causes and community you care about for generations to come.
2026 TAX LAW HIGHLIGHTS
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Make the Most of Charitable Giving in 2026
Several tax law changes are currently enacted and scheduled to take effect in 2026. Whether you itemize or not, these updates are worth reviewing with your advisors. Understanding them can help you plan strategically and support your charitable goals. |
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Personal Planner |
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Family Business - Sell and Retire
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial base.
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Savvy Living |
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The Letter Your Loved Ones Can Treasure
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really know what they are or how to start one. Can you help?
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Donor Story |
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Arlen and Karen
Arlen and Karen's commitment to their family and the desire to make their community a better place is clear to all whom they have touched.
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Washington News |
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Child IRA Accounts Launched
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later this summer.
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FREE ESTATE PLANNING GUIDE |
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It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning workbook can help you gather the information you need before meeting with your attorney.
Download Workbook
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This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.
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