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  • Your Social Security Benefits for 2025: COLA Update
    Your Social Security Benefits for 2025: COLA Update

    The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

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  • How to Apply for Social Security Retirement Benefits
    How to Apply for Social Security Retirement Benefits

    The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...

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  • Modernizing Conservatorship Law to Better Help & Protect Californians Most in Need of Care
    Modernizing Conservatorship Law to Better Help & Protect Californians Most in Need of Care

    (Excerpt Source) Governor Newsom signed Senate Bill 43 which significantly updates California’s conservatorship laws for the first time in more than 50 years. Californians experiencing serious mental ...

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  • What Is a Disability Panel and How Does It Work?
    What Is a Disability Panel and How Does It Work?

    Although it can be an uncomfortable topic, the possibility of becoming incapacitated is often overlooked in drafting revocable living trusts. Placing your money and property in a living trust can ...

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  • Things to Consider Before You Retire
    Things to Consider Before You Retire

    After many years of hard work, it's finally time to retire and focus on your next phase of life. But before you begin this next chapter, you need to make sure that you have fully thought through this ...

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  • How to Prove You Were Mentally Competent When Creating Your Estate Plan
    How to Prove You Were Mentally Competent When Creating Your Estate Plan

    While we all want to believe that our family and loved ones will honor our wishes expressed in our estate plan, contests are more common than you might think. Maybe a family member doesn't receive ...

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