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Meet the Team
Neal Bartlett
Estate Planning
Trust Administration
Probate Administration
Veterans Pension Planning
Retirement Planning
Testimonials
Blog
How to Account for Children with Disabilities in Your Estate Plan
Adding Conditions to What You Leave to Your Children
The Annual Gift Exclusion and How it Helps Your Estate Plan
What is an Asset Protection Trust?
California Legislature Mulls New Estate Tax
Common Estate Planning Mistakes Made by High-Net-Worth Individuals
Common Estate Planning Myths and Misconceptions Busted
Common Questions About The Veterans Aid & Attendance Benefits
The Most Common Reasons For Will Challenges (And How to Avoid Them)
Effective Methods of Transferring Real Estate Via Your Estate Plan
Estate Planning Strategies to Help You Preserve More Wealth for Your Loved Ones
Estate Planning Tips for People Married to Noncitizens
A Guide to Veterans Pension Benefits and How to Qualify
The Impact of Jointly Owned Property on Estate Planning
How to Inherit Property Owned in Joint Tenancy
How an Irrevocable Trust Can Play an Invaluable Role in Your Estate Plan
What To Know About Trusts For S Corporations
Making the Most of Life Insurance as an Estate Planning Tool
What You Need to Know About Establishing Advance Directives
Pension Benefits Through the US Department of Veterans Affairs
Protecting Your Estate’s Finances by Implementing Durable Power of Attorney
Qualified Domestic Trusts for Non-Citizen Surviving Spouses
Should I Use Estate Planning Attorney for my Estate Plan?
‘Springing’ Powers of Attorney Present Some Legal Complications
How to Use an AB Trust to Minimize Estate Tax Obligations
Using a Charitable Remainder Trust in Your Estate Plan
Using an IRA Trust to Protect Your Beneficiaries
Does a VA Pension Claim End After the Death of the Claimant?
Why is retirement planning necessary?
SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
New Year, New Estate Plan
My Loved One Has Died - What Do I Do Now?
Common Mistakes with DIY Estate Plans
Important Things Your Agent Under an Advanced Healthcare Directive Needs to Know
Why Title Matters
Planning for Your Automobile
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