Estate Planning
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 MoreJennifer 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 MoreEstate Planning Pop Quiz
Try your hand at this estate planning pop quiz to see if your knowledge of estate planning makes the grade.
Read MoreThree 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 MoreNew 2022 Exemptions and Three Steps to Prioritize Your Happiness and the Happiness of Your Loved Ones
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.
Read MorePower of Positive Thinking through Estate Planning
Many scientific studies have established that there is a wide range of benefits flowing from positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity.
Read MoreHow to Prepare Your Finances and Estate Plan for a Pandemic
Creating or updating your estate plan is an important part of exercising control over your finances, and ensuring that proper plans are in place can provide substantial peace of mind and security for you and your family.
Read MoreCelebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs, and encouraging family members, friends, and communities to help provide an optimal environment for their children.
Read MorePlanning for Millennials
Millennials (born 1981 to 1996) are well known for their distinctiveness as a group. They have followed paths and set goals that are decidedly different from those chosen by previous generations. They are highly diverse, better educated, more socially conscious, and wait longer to have families than their parents and grandparents.
Read MoreSteps to Take When a Loved One Dies
If you are simply too overwhelmed to call us during the first couple of weeks after your loved one passes away, it is important to keep in mind that there are several practical and legal considerations that the person named as the executor of the estate or trustee of the trust should address in the initial weeks following the death, prior to the administration of the estate or trust.
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