Estate Planning
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 MoreEstate 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 MoreIs 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.
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