Newsletter
Power of Attorney vs Executor of Estate: What You Need to Know in California
Have You Thought About Who Will Handle Your Affairs? Imagine this—if something unexpected were to happen, do you have someone in place who can step in to manage your finances, make important decisions, or oversee your estate after you’re gone? It’s a difficult situation to consider, but having a thoughtful plan in place can make…
Read MoreDisputed Trusts: How to Handle Challenges to Your Estate Plan
When you’ve taken the time to create an estate plan, the last thing you want is to have disputes disrupt your intentions. Unfortunately, disputed trust issues are more common than you might think, especially in Orange County, where blended families, complex estates, and high-value assets are frequent factors. If you’re worried about potential challenges to…
Read MorePower of Attorney California: What You Need to Know
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…
Read MoreWhat Can an Orange County Estate Lawyer Help With?
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…
Read MoreChoosing Between a Revocable Trust and a Will
We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.
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 MoreResource 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 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 More