Estate Planning Blog From a Southern California Perspective

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Why Trust Protectors are the Wave of the Future
IRS Demands More Estate Tax Money From Michael Jackson’s Estate
IRS Demands More Tax Money From Michael Jackson’s Estate
"Is the Estate Tax Dead? The Top Seven Reasons You Still Need a Revocable Trust Estate Plan"
The Top Seven Reasons You Still Need a Revocable Trust Estate Plan, for more information on effective and strategic estate planning, see my books Safeguarding the Nest, Second Edition; Estate Planning Secrets of the Affluent; and Protection Your Children’s IRA Inheritance.
Did Debbie Reynolds and Carrie Fisher Protect Carrie's Daughter Billie Lourd, Age 24, with the Right Estate Plan?
Where will the estates of Carrie Fisher and Debbie Reynolds go after this famous mother daughter team died so suddenly?
Does your estate plan need to be modified in light of Trump's new estate tax proposal?
Does your family estate plan need to be modified in light of President Trump's new estate tax proposal?
Come Join Us for a Lively Discussion of the New Proposed Regulations for IRC 2704 Related to Valuation Discounts for Family Owned Businesses and Real Estate
Proposed Regulations for IRC 2704 for Valuation Discounts for Family Owned Businesses and Real Estate
Did you know that some valuation discounting estate tax strategies involving your family owned business or real estate may be going away by the end of 2016?
Now That Your Child is 18, Learn the Top 3 Things You Need to Know to Legally Protect Them in Case an Emergency or Accident Strikes
Legally Protecting Your Child in Case an Accident or Emergency Occurs While They are Away at College
Prince Estate Gearing Up For a Court Battle Between Prospective Heirs?
Prince died of an accidental drug overdose in April this year. To date, no will has been found to have been executed by Prince, who was born Prince Rogers Nelson
The Biggest Point of Failure in Living Trusts
Funding is the process of re-titling your assets into your living trust and coordinating your life insurance policies and retirement accounts with your plan.

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