It’s Your Estate ~ Spring 2022
The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 9 hours of objective education over an 6 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information. Click HERE to find your workshop community.
1. Overview & Estate Law Changes
Overview & Estate Law Changes – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Mark Powell
This session is intended to give you an overview as to the importance of estate planning during life as well as at the time of death. We will discuss documents involved and the importance of understanding how you hold title your assets. We have included an workbook for your personal use that may help you get more from the series if you complete it. This is our first attempt at a workbook and would like your feedback if it enhanced your learning from the workshop series.
Workshop Documents
Articles
Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
Helping Clients To Stop Thinking About It (Contemplation) And Start Planning It (Preparation)
Intestate Succession in California
Losing an Inheritance Is Easy, Because Saying No Is Hard
The Probate Process
Top 6 Regrets of the Dying
What’s Ripping American Families Apart
2. Advanced Health Care Directive & Power of Attorneys
Advanced Health Care Directive & Power of Attorneys – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Steve Bemis
Workshop Documents
Articles
Advance Health Care Directive
Durable Power of Attorney
What is Conservatorship ?
Excellent Movies With A Dementia Theme
Help clients avoid disaster when naming financial surrogates
Ten Questions to Consider When Preparing for the Passing of a Loved One
The Long Goodbye - Katy Butler On How Modern Medicine Decreases Our Chance Of A Good Death
3. Wills & Trusts
Wills & Trusts – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Leslie Daff
Workshop Documents
Articles
4. Retirement Asset Planning
Retirement Asset Planning – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Michael Simon
Workshop Documents
Articles
Inheriting Retirement Benefits After the SECURE Act
New Year, New IRS Life Expectancy Tables
Who is exempt from the 10-year rule when inheriting an IRA
Early planning on qualified charitable distributions can mean bigger tax savings
The Impact Of New IRS Proposed Regulations On The SECURE Act
The new IRS Minimum Distribution Rules Confusing 2022
5. Charitable Opportunities
Charitable Opportunities – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & David Moore
Workshop Documents
Articles
6. Estate Administration
Estate Administration – Video Webinar – Spring 2022
Video Presentation By Peter Kote, Don Vivrette & Trevor Murphy
Workshop Documents
Articles
Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
How to Be a Good Executor of a Will or Estate
Selecting a Trustee - 3 Factors to Consider
Things to do when a person dies
What is wrong with most corporate trust companies
Fee Schedule - Union Bank Corporate Trust Fee Schedule
What It Means To Be A Trustee
Why Not To Use The Local Broker To Sell Your Real Estate
Please consider a donation to FEL.