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Where Is My Money? Trust Accounting – You Are Entitled To Ask For It (Video)

Where Is My Money? Trust Accounting – You Are Entitled To Ask For It (Video)

by Stefanie West | Jan 29, 2019 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about trust accounting from a beneficiary’s perspective.

Last Minute Estate Planning? – This Is What You Can Do (Video)

Last Minute Estate Planning? – This Is What You Can Do (Video)

by Stefanie West | Jan 16, 2019 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about last minute Estate Planning changes and what you can do when you need something changed right away, but you are very short of time.

Here are the links for the sites Stefanie talks about in this video.

California Advanced Health Directive
California Statutory Power of Attorney 
California Statutory Will 

Are All Wills The Same? (Video)

Are All Wills The Same? (Video)

by Stefanie West | Dec 19, 2018 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about the two different kinds of wills.

Inspiring Tips For The Holidays (Video)

Inspiring Tips For The Holidays (Video)

by Ioanna Ata | Dec 5, 2018 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about the importance of “Giving with Warm Hands” and “Putting Pen to Paper” as two ways to give and communicate, instead of waiting until after your passing.

Guardians For Money And To Raise The Children: Differences (Video)

Guardians For Money And To Raise The Children: Differences (Video)

by Ioanna Ata | Nov 30, 2018 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about guardianship for a child. There are two different guardianship for minors, one for the finances and one for the person. Learn why that is.

What Does It Mean To “Fund” A Trust? (Video)

What Does It Mean To “Fund” A Trust? (Video)

by Ioanna Ata | Oct 19, 2018 | Stefanie West Vlog

Estate Planning Attorney Stefanie West talks about what it means to “fund” a trust and why it is so important to complete the paperwork to support this step, when setting up a trust.

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Recent Posts

  • Which Documents To Safely Store in Crisis Situations (Checklist)
  • Where Is My Money? Trust Accounting – You Are Entitled To Ask For It (Video)
  • What You Need To Know While Creating Living Trust For Yourself
  • Last Minute Estate Planning? – This Is What You Can Do (Video)
  • California Estate Planning Laws You Need To Know

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