Newsletter
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 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 MoreUsing 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 MoreIn Honor of Earth Day, Consider Some Eco-Friendly Burial Options
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.
New 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 MoreEstate Planning Awareness Week: Don’t Fall Victim to These Common Myths
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.
Read MorePlanning to Receive an Inheritance
Believe it or not, there are some essential things you must consider when you anticipate receiving an inheritance. Understanding these issues can be crucial to protect that inheritance from unnecessary taxes and outside threats like creditors, divorcing spouses, and bankruptcy.
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