Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

estate planning scam

What are the Most Popular Estate Planning Scams?

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

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succession plans

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

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Music

Did Phil Spector Have an Estate Plan?

Phil Spector passed away Saturday at age 81, after being diagnosed with COVID-19, reports said. The legendary music producer and convicted murderer’s net worth was estimated to be $50 million at the time of his death.

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Guardian

What Is a Conservatorship?

When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.

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