Estate Planning Blog From a Southern California Perspective

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The Complex Estate of Matthew Perry: Navigating Wealth, Legacy, and Taxes
Learn more about why the actor Matthew Perry's estate could be a complex matter and that advanced estate planning is so important. Click here to read more.
Top 10 Reasons to Notify your Trustees and Agents in your Estate Plan to Prevent Unauthorized Intrusion
Read article to learn why it's important to let your successor trustee and agents know your plans to avoid third parties from trying to insert themselves into your estate.
Aretha Franklin Will Dispute Update
Read update on Aretha Franklin's estate litigation regarding two wills found in her home after her death. Click here to read more.
Checklist for What to Do After the Death of a Loved One
Discover a comprehensive checklist for handling the practical tasks that arise when a loved one passes away. Read here to learn more.
Lisa Marie Presley Estate Dispute Update
Stay updated on the ongoing estate dispute of Lisa Marie Presley and learn how good planning can avoid these problems. Click here to read more.
3 Key Power of Attorney Powers Everyone Should Have
Discover why having these legal instruments is crucial for protecting your interests & making decisions on your behalf when you are unable. Read to learn more.
What is a No-Contest Clause in a Will or Trust in California?
What is the purpose and the implications of a no-contest clause in trusts or wills in California? Click here to read more.
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.

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