Estate Administration

• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
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• Heirs
• Incapacity Planning
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Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed

• Adoption
• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Blended Family
• Burial
• Care Decisions
• Decision-Making
• Digital Assets
• Distribution of Assets
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
• Estate Taxes
• Family Transition
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• Financial Advisor
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• Funeral Planning
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• Power of Attorney
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• Resources
• Succession Planning
• Surviving Spouse
• Uncategorized
• Wills

Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
• Estate Taxes
• Family Care
• Family Transition
• Life Insurance
• Life Transitions
• No Contest Clause
• Podcasts

103: What is a “No Contest” Clause and When Does it Really Apply?

• Beneficiaries
• Celebrity Estates
• Estate Administration
• Estate Planning
• Executor
• Financial Planning
• Podcasts
• Uncategorized

106: What’s Left of the Presley Estate? Lessons Learned from Elvis & Lisa Marie

• Asset Protection
• Bank account
• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Financial Transitions
• Heggstad Petition
• Probate
• Probate Administration
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Uncategorized

Heggstad Petitions – What are they and how are they useful?

History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…

• Estate Planning
• Estate Taxes
• Federal Taxes
• Financial Planning
• Podcasts
• Tax Planning
• Tax Return
• Trust Administration
• Trusts
• Uncategorized

105: AB Trusts: Do You Have One? If So, Do You Still Need One?

• Aging in Place
• Care Decisions
• Caregivers
• Declutter
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Exercise
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Friendships
• Gifting
• Heirs
• Hobby
• Home Care
• Home Care Assistance
• Incapacity Planning
• Memory Care
• Mental Health
• New Year
• Organization
• Personal Care
• Pets
• Resolution
• Uncategorized

New Year’s Resolutions for Seniors Wishing to Age in Place

Welcome to 2023! It’s the start of a new year, a new month, and it’s…

• Asset Protection
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
• Estate Taxes
• Family Care
• Family Transition
• Heirs
• Podcasts
• Trustee
• Uncategorized

101: What Does My Family Need to Know About My Estate Plan Before it’s too Late?

• Advance Directives
• Advanced Planning
• Alzheimer's Disease
• Asset Protection
• Assisted Living
• Beneficiaries
• Care Decisions
• Caregivers
• Creditors
• Decision-Making
• Dementia
• Elder Abuse
• Elder Care
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Planning
• Estate Taxes
• Family Transition
• Health Care
• Heirs
• Incapacity Planning
• Irrevocable Trust
• IRS
• Memory Care
• Mental Health
• Podcasts
• Power of Attorney
• Trusts
• Uncategorized

098: What Are the Top Ten (Plus) Estate Planning Myths?

• Celebrity Estates
• Estate Administration
• Estate Planning
• Estate Taxes
• Finances
• Financial Planning
• Gifting
• Heirs
• Podcasts
• Probate
• Resources
• Social Media
• Trusts
• Uncategorized

097: Estate Planning Lessons from the Rich and Famous