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Reply to "Estate planning - what type of trust?"
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[quote=Anonymous][quote=Anonymous]I know this is old post, but why do you need a trust if you’re in CA? We live in VA but have assets that originate there (stocks). [/quote] Probate is brutal in CA. It is for property owned in California. But stocks originated in CA (assuming you likely mean a tech company stock) is not considered property owned in CA unless you are a resident.[/quote]
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