Estate Organizing

• Adoption
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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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• Estate Recovery
• Estate Return
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103: What is a “No Contest” Clause and When Does it Really Apply?

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

• Estate Administration
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• Uncategorized

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

• Asset Protection
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
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• Estate Recovery
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• Family Care
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• Uncategorized

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

• Beneficiaries
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• Estate Organizer
• Estate Organizing
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• Estate Recovery
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• Podcasts
• Uncategorized

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

• Celebrity Estates
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• Uncategorized

097: Estate Planning Lessons from the Rich and Famous

• Asset Protection
• Estate Administration
• Estate Organizer
• Estate Organizing
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• Estate Taxes
• Heirs
• Podcasts
• Uncategorized

096: Estate Planning: House Edition

• Asset Protection
• Baby Boomers
• Beneficiaries
• Distribution of Assets
• Elder Law
• Emergency Planning
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• Estate Organizer
• Estate Organizing
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• Family Transition
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• Loans to Irrevocable Trusts
• Probate
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• Uncategorized
• Wills

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
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
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• Power of Attorney
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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…