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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Estate Planning Pop Quiz

August 31, 2022

Try your hand at this estate planning pop quiz to see if your knowledge of estate planning makes the grade.

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Resource Spotlight - Jennifer Elliott Trust Attorney

Resource Spotlight – How to Avoid Capital Gains Tax

August 9, 2022

Jennifer Elliott of San Clemente Estate Law explains in simple terms the benefits of a Trust and how to save money on capital gains tax.

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Three Things You Need to Know about Cryptocurrency and Your Estate Plan

July 22, 2022

When Cryptocurrency’s popularity has rapidly increased in recent years, with more people buying and selling it. Here are three things you need to know about cryptocurrency in relation to your estate plan.

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Family Photoshoot in Nature

Using a Standby Supplemental Needs Trust to Protect Your Loved Ones

May 17, 2022

It’s best to plan ahead for “just-in-case” scenarios. When packing for our week-long vacation, we might throw in a rain jacket even though the weather forecast is sunny—just in case.

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In Honor of Earth Day, Consider Some Eco-Friendly Burial Options

April 20, 2022

If you are more environmentally minded, here are some nontraditional, ecofriendly burial ideas. An added benefit is that many of these environmentally friendly ideas are
also less expensive than the traditional options.

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New 2022 Exemptions and Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones

January 19, 2022

The following steps can help ensure that the effort you put into your estate planning will contribute to your and your family’s happiness rather than diminish it.

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Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths

October 14, 2021

These myths can create serious trouble for your surviving loved ones, often leading to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles.

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