Choosing Between a Revocable Trust and a Will

November 26, 2024

We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.

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Legacy Letters

June 30, 2023

We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.

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Avoiding Probate Litigation Through Proper Estate Planning

June 7, 2023

Estate planning attorney Jennifer Elliott and probate litigation attorney Matt Stein discuss the importance of strategic planning and the creation of an estate plan to minimize the risk of probate litigation.

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Estate Planning & Real Estate Pitfalls | Podcast & YouTube

May 8, 2023

We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.

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Choosing a Trustee For Complex Estate Plans | Podcast & YouTube

April 23, 2023

Estate planning attorney Jennifer Elliott discusses why a professional fiduciary may be a good option for your complex estate plan.

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Estate Planning 101 | Podcast & YouTube

April 15, 2023

Jennifer Elliott and guest Michelle Lepich discuss the importance of having a trust, the process and expenses involved in probate court compared to estate planning.

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Estate Planning to Avoid Capital Gains Tax | Podcast & YouTube

February 17, 2023

Estate planning attorney Jennifer Elliott discusses strategies to avoid capital gains tax, tips for trustees in administering trusts, why you should not gift real estate.

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Is Your Estate Plan a Trick or Treat for Your Loved Ones?

October 24, 2022

What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false…

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California Board of Legal Specialization Certified Logo

Jennifer Elliott has been certified by the State Bar of California in Estate Planning

October 12, 2022

Only 1% of attorneys in CA hold this certification and can call themselves a specialist.

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