Estate Planning Blog From a Southern California Perspective

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What Is a Retirement Protector Trust (aka Retirement Plan Trust)?
Learn about retirement protector trusts & their advantages to safeguard your retirement assets for future generations in San Diego & Orange County. Click here
What is a Family Limited Partnership?
Discover how this versatile legal structure can help preserve & transfer family wealth and provide asset protection in San Diego & Orange County. Click here
If I Have a Trust, Do I Still Need a Will?
FDIC Rules for Trust Accounts: Planning in the Wake of the Silicon Valley Bank Collapse
Olivia Newton-John: How Did She Plan Her Estate?
Though she did much charitable giving while she was alive, it’s reported that Olivia Newton-John still had a $60 million estate upon her death.
Is it Time to Consider Setting Up an Irrevocable Life Insurance Trust?
One way to efficiently transfer wealth is to create an irrevocable life insurance trust (ILIT) that owns a life insurance policy on the grantor of the trust.
Transfer-on-Death Deeds in California: The 6 Main Issues They Can Cause
Transfer-on-Death deeds created optimism that California property owners could pass on their property with ease, but the law is fraught with legal Issues.
7 Steps to Getting Your Estate Plan Done or Updated
Estate planning doesn't have to be difficult. But it should follow a step-by-step process to ensure success. Here are 7 steps to getting it done the right way.
Pricilla Presley Filed a Court Action Disputing Her Late Daughter Lisa Marie’s Trust
Lisa Marie Presley's 2016 trust amendment’s authenticity is the subject of a court dispute. The petition claims several reasons the amendment is not valid.
Lisa Marie Presley's Daughters Set to Inherit Graceland
Lisa Marie Presley, survived by three children, will become the beneficiaries of a trust that was established to hold title to Elvis Presley's Graceland estate.

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