Power of Attorney California: What You Need to Know

December 20, 2024

When thinking about planning for the unexpected, we often imagine complex strategies only attorneys and experts understand. But it doesn’t have to be that way. One crucial yet straightforward tool every Californian should consider is a Power of Attorney (POA). Whether you’re preparing for the future or ensuring your loved ones are taken care of…

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What Can an Orange County Estate Lawyer Help With?

December 20, 2024

Estate planning can feel like a significant undertaking, especially when it’s your loved ones’ future and your own legacy at stake. Whether you’re planning for the unexpected or seeking to preserve your hard-earned assets, working with an Orange County estate lawyer can provide clarity and reassurance during the process. But what exactly does an Orange…

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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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