It’s Your Estate ~ Spring 2024
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 2024
Video Presentation By Peter Kote, Eugene Kim & Blaine Searle
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.
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Taxes 2023: Here are the biggest tax changes this year
- The State of the Estate Planning Practice
- Why wealthy women lag behind male peers in estate planning
- Eight Planning Considerations for Clients Aging Alone
- Folder Stepped Up Step Down In Basis
- The Money Talk With Your Parents - Do It This Weekend
2. Advanced Health Care Directive & Power of Attorneys
Advanced Health Care Directive & Power of Attorneys – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Eugene Kim & Kaylee Sauvey
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Guide : Your Way
- Advanced Health Care Directive - Blank form
- Advanced Health Care Directive Form - Sample
- POLST Form
- California End of Life Option Act
- Advance Health Care Directive
- Durable Power of Attorney
- Five Ways Joint Ownership Can Sabotage Your Clients
- Four Estate-Planning Documents Everyone Should Have
- Intestate Succession in California
- The Probate Process
- What is Conservatorship
3. Wills & Trusts
Wills & Trusts – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Eugene Kim & Leslie Daff
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- With Congress slow to act, financial advisors plan ahead on estate taxes
- Mistakes to avoid when establishing a trust for your children
- What You Need to Know about Revocable Living Trusts
- Trusts to Protect Children
- Spendthrift Trusts
- The Probate Process
- Planning for Beneficiaries With Mental Illness or Addiction
- Intestate Succession in California
- How Probate Laws Work in California
- Helping Clients To Stop Thinking About It (Contemplation) And Start Planning It (Preparation)
- Four Estate-Planning Documents Everyone Should Have
4. Retirement Asset Planning
Retirement Asset Planning – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Fouad Hajji & Michael Simon
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Can I Delay Taking My RMDs
- The price of New York Life’s 401(k) lawsuit - $19M
- Soaring number of Americans are now 401(k) millionaires
- What Inheritors of IRAs Need to Know About Required Withdrawals
- How To Determine Whether To Take Or Leave Your 401(k) At A Former Job
- Charitable Planning with Retirement Assets
- Confusion about RMDs on inherited IRAs
- Giving funds in IRAs to charity with QCDs
- Inheriting Retirement Benefits After the SECURE Act
- RMD quirks that IRA beneficiaries face in '23
- Secure 2.0 - What You Need to Know
- Want to do a 529-to-Roth rollover - Read the fine print.
- Backdoor Roth - Four Tips to Maximize Tax Savings
- IRA trustees wipe out an inherited IRA
- RMD Change Delayed Until 2023 For Inherited IRAs
- Taking RMDs in the form of stock
- The IRS answers a crucial penalty question for missed RMDs
5. Charitable Opportunities
Charitable Opportunities – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Eugene Kim & Lindsey Jacobs
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- Reverse Mortgage or Life Estate plus Annuity
- New Tax-Advantaged Opportunity - Legacy IRA
- Gifting Complex Assets
- Vanguard, Schwab Charitable donors keep giving despite stock sell-off
- Giving and getting back
- Alternatives to Donor-Advised Funds
- The Benefits of ‘Wise Selfishness’
- Tax-loss harvesting produces bumper crop of charitable cash contributions
- Six Questions to Ask About a Charity
- January is the new December for charitable contributions
- What Should I Do With My Big Fat Inheritance
- The Best Way to Gift in 2022
- IRS Warns of Schemes Aimed at Wealthy Taxpayers
- How to Make the Most of Year-End Charitable Giving
- Eight Steps for Effective Family Giving
6. Estate Administration
Estate Administration – Video Webinar – Spring 2024
Video Presentation By Peter Kote, Eugene Kim & Trevor Murphy
General Workshop Documents
Workshop Documents Per Location
ZOOM VIDEO WEBINAR :
FULLERTON :
HUNTINGTON BEACH :
LAGUNA WOODS :
MISSION VIEJO :
NEWPORT BEACH :
Articles
- What You Should Know Before Hiring a Professional Fiduciary
- 'Standing' Up for Refunds for Deceased Taxpayers
- 9 Estate Planning Pitfalls to Avoid
- Responsibilities of an Executor Explained
- How to Properly Insure Vacant Real Estate
- Why Not To Use The Local Broker To Sell Your Real Estate
- Things to do when a person dies
- Statutory Duties Of Trustee & Trust Admin Process Upon Death
- Mediation in Estate-Planning Disputes
- Help Clients Select Proper Fiduciaries
- Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
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