Newsletter
Power 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 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.