Estate Organizing

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

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

• Estate Planning
• Estate Taxes
• Federal Taxes
• Financial Planning
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• Tax Planning
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• Uncategorized

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

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

• Asset Protection
• Baby Boomers
• Beneficiaries
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Why Do I Have to File a Probate if My Family Member Had a Trust?

In California, owning assets in a revocable trust enables your family to avoid probate, a…

• Asset Protection
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• Estate Organizer
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Why You Should Keep Your Power of Attorney Up to Date

A power of attorney is an essential part of a comprehensive estate plan. It is…

• Beneficiaries
• Estate Administration
• Estate Organizing
• Estate Planning
• Podcasts
• Real Estate
• Real Estate Market
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064: Trust Failures: Don’t Let This Happen to You

• Aging in Place
• Asset Protection
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• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
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• Moving
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• Tangible Property

022: Estate Organizing 101 with Professional Estate Organizer Meg Connell

When a family is grieving the loss of a loved one or an older couple…