Estate Administration

Thursday, August 30, 2018

Celebrity Estate Planning Mistakes - UPDATE: Aretha Franklin Did Not Have a Will!

Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate.  We have provided a reminder checklist to prevent this from happening to you and your family...


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Monday, August 20, 2018

CA Property Tax Breaks: Parent-to-Child Exclusion (OLD INFO - SEE CA PROP 19 EFFECTIVE 2/16/2021)

PLEASE NOTE- THIS INFORMATION IS AGED- PLEASE REFERENCE UPDATES TO THE LAW NECESSITATED BY CA PROP 19, WHICH BECAME EFFECTIVE ON FEBRUARY 16, 2021, AND SEVERELY LIMITS THE PARENT / CHILD EXCLUSION.


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Thursday, June 14, 2018

The Tough Stuff: Talking with Your Loved One About End-of-Life Arrangements

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 


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Tuesday, May 22, 2018

Celebrity Estate Planning Mistakes (What NOT to Do)

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!


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Wednesday, March 28, 2018

Estate Planning Questions Everyone Should Ask Themselves

Some common questions to consider, whether you're new to estate planning or have a comprehensive plan in place...


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Thursday, March 1, 2018

Guardianship Issues – Awareness & Planning Wins

A cautionary tale about one Nevada family's abuse by a professional guardian, and steps you can take to protect you & your loved ones. 


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Tuesday, January 2, 2018

Getting Organized in 2018: A Guide to Set Yourself Up for Success!

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!


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Thursday, November 30, 2017

Legacy Planning: Why Planning for your Legacy will Benefit Your Estate!

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!


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Monday, November 20, 2017

Things to be Thankful For: Giving Generously in Your Estate Plan

For our Thanksgiving edition, we talk about being generous in your estate plan. If you are thinking of options to give generously while providing for loved ones, this is for you! 


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Tuesday, October 24, 2017

Avoiding Business Mistakes: The Importance of Having a Savvy Legal Advocate in your Corner

Making choices on behalf of your business shouldn't be done impulsively.  Learn why having a legal advocate can mitigate personal liabilities and avoid decisions that can debilitate your business!


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Friday, September 22, 2017

PART (2) - Who Are the Decision Makers in Your Estate Plan?

Continuing the discussion about the key decision makers that may impact your estate.  In the second part of this discussion, we are giving more information regarding the individuals you can choose to help run your estate!


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| Phone: 702-997-5701

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