Estate Planning

• Asset Limits
• California Healthcare
• Elder Law
• Estate Planning
• Long Term Care
• Medi-Cal
• Medicaid
• Podcasts

193: URGENT: California Medi-Cal Asset Limits Return in 2026 – How to Prepare NOW

• California Estate Planning
• Charitable Giving
• Estate Planning
• Estate Taxes
• Gifting
• Legacy Giving
• Legacy Planning
• Tax Planning

Three Charitable Gifting Strategies to Consider to Reduce Estate Taxes (and Do a Lot of Good Along the Way)

When it comes to estate planning, most people focus on how to ensure their loved…

• Assisted Suicide
• End of Life Planning
• Estate Planning
• Euthanasia
• Healthcare Planning
• Life-Ending Decisions
• Medical Aid in Dying
• Podcasts
• Terminal Illness

192: Your Healthcare Voice (Part 3): Understanding Assisted Suicide, Euthanasia, and End-of-Life Options

• Asset Management
• Beneficiary Designation
• Celebrity Estates
• Dual Citizenship
• Estate Planning
• Family Control
• International Tax Planning
• Music Industry
• Name Image Likeness Rights
• Podcasts
• Trusts

191: When Rock Royalty Gets Estate Planning Right: Lessons from Ozzy Osbourne’s $230M Legacy

• DNR
• Emergency Medical Orders
• Emergency Planning
• End of Life Palnning
• Estate Planning
• Healthcare Planning
• Medical Directives
• Podcasts
• POLST

190: Your Healthcare Voice (Part 2): Emergency Medical Orders

• End of Life Planning
• Estate Planning
• Health Care Agents
• Health Care Directives
• HIPAA
• Incapacity Planning
• Medical Privacy
• Podcasts

189: Your Healthcare Voice: Understanding Advanced Directives

• Asset Protection
• Bank account
• Blended Family
• Decision-Making
• Digital Assets
• Distribution of Assets
• Estate Administration
• Estate Planning
• Executor
• Family Dynamics in Estate Sales
• Finances
• Trustee
• Trusts
• Uncategorized
• Will and Trust Administration
• Wills

Summer’s Here, It’s Time to Open Up (to Your Estate Planning Attorney)

• Estate Planning
• Life Transitions
• Real Estate
• Senior Living

Why Seniors Need a Real Estate Specialist for Life’s Biggest Move

For older adults, deciding to sell a longtime home is rarely just about real estate—it’s…

• California Estate Planning
• Celebrity Estates
• Co-Trustees
• Estate Litigation
• Estate Planning
• Jimmy Buffet
• Margaritaville Estate
• Podcasts
• Trust Administration
• Trust Disputes
• Trustee Selection

186: Jimmy Buffett’s $275M Trust Battle: Why Co-Trustees Can Destroy Your Estate Plan

• Celebrity Estates
• Estate Planning
• Estate Taxes
• Intestate Succession
• Liam Payne
• Minor Beneficiaries
• Podcasts
• Probate Process

184: From One Direction to No Direction: What Liam Payne’s Estate Teaches Us About Planning