Choosing a Trustee For Complex Estate Plans | Podcast & YouTube
Estate planning attorney Jennifer Elliott discusses why a professional fiduciary may be a good option for your complex estate plan.
Read More
Estate Planning 101 | Podcast & YouTube
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.
Read More
Estate Planning to Avoid Capital Gains Tax | Podcast & YouTube
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.
Read More
Is Your Estate Plan a Trick or Treat for Your Loved Ones?
What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan? Have you been lulled into a false…
Read More
Jennifer Elliott has been certified by the State Bar of California in Estate Planning
Only 1% of attorneys in CA hold this certification and can call themselves a specialist.
Read More
Estate Planning Pop Quiz
Try your hand at this estate planning pop quiz to see if your knowledge of estate planning makes the grade.
Read More
Resource Spotlight – How to Avoid Capital Gains Tax
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.
Read More
Three Things You Need to Know about Cryptocurrency and Your Estate Plan
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.
Read More
Using a Standby Supplemental Needs Trust to Protect Your Loved Ones
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.
Read More