Estate Planning

• Asset Protection
• Bank account
• Beneficiaries
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Heirs
• Investor
• Life Transitions
• Organization
• Podcasts
• Probate
• Probate Administration
• Real Estate
• Resources
• Succession Planning
• Successor
• Tax Planning
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Uncategorized
• Wills

119: Tools and Tips for Preparing an Accounting with Heather Hamilton

If you’re someone who is serving in the role of trustee, executor, conservator, or guardian,…

• Care Decisions
• Celebrity Estates
• Current Events
• Estate Administration
• Estate Planning
• Executor
• Finances
• Financial Planning
• Pet Trust
• Pets
• Podcasts
• Trust Administration
• Trustee
• Trusts
• Wills

118: Do You Need an Estate Plan for Your Furry or Feathered Family Members?

• Asset Protection
• Bank account
• Beneficiaries
• Buyers Market
• Buying a Home
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Family Transition
• Finances
• Financial Advisor
• Financial Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Loan Opportunities
• Loans
• Loans to Irrevocable Trusts
• Mortgage
• Mortgage Rates
• Power of Attorney
• Probate Administration
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Agent
• Real Estate Transaction
• Reverse Mortgages
• State Taxes
• Succession Planning
• Successor
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

Common Issues that Arise in Administering a Trust that Holds Real Property: Part II

For this four-part series, we are discussing very common scenarios that we see in our…

• Asset Protection
• Beneficiaries
• Celebrity Estates
• Current Events
• Decision-Making
• Estate Administration
• Estate Planning
• Family Transition
• Finances
• Heirs
• Incapacity Planning
• Inheritance
• Podcasts
• Power of Attorney
• Probate
• Probate Administration
• Real Estate
• Resources
• Succession Planning
• Trust Administration
• Trust Assets
• Trustee
• Trusts

117: Estate Planning Lessons: Senator Dianne Feinstein

• Advanced Planning
• Assisted Living
• Care Decisions
• Caregivers
• Decision-Making
• Disability
• Estate Planning
• Family Care
• Family Transition
• Health Care
• Home Care
• Home Care Assistance
• Life Transitions
• Long Term Care
• Mental Health
• Podcasts
• Professional Caregiver
• Resources
• Special Needs Family
• Special Needs Planning
• Special Needs Trustee
• Trust Administration
• Uncategorized

114: This Long-Term Housing Solution is Changing the Way Adults with Special Needs Live

• Asset Protection
• Beneficiaries
• Care Decisions
• Decision-Making
• Emergency Planning
• Estate Administration
• Estate Planning
• Finances
• Financial Planning
• Heirs
• Incapacity Planning
• Inheritance
• Medicare
• Personal Care
• Power of Attorney
• Succession Planning
• Successor
• Trustee
• Uncategorized
• Wills

Estate Planning for College Students

• Asset Protection
• Beneficiaries
• Decision-Making
• Digital Assets
• Distribution of Assets
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Taxes
• Finances
• Inheritance
• Irrevocable Trust
• Life Transitions
• Personal Care
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Wills

What Does It Mean When Someone Names You As Trustee Of Their Trust?

• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Heirs
• Incapacity Planning
• Inheritance
• Power of Attorney
• Trust Administration
• Uncategorized

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
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Funeral Planning
• Inheritance
• Insurance
• Power of Attorney
• Resolution
• 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
• Uncategorized

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