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Seminar Archives
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November 2018 Seminar: Updates in Estate Planning in 2018- All Your Questions Answered

Author: Endy Ukoha-Ajike

We will discuss recent developments that affect your Estate Plan as well as ...

September 2018 Newsletter: Aretha Franklin, the Queen of Soul, Died Without a Will or Trust! Really?

Author: Endy Ukoha-Ajike

As one who works in the Tax and Estate Planning area, it saddens me professionally that she had no testamentary documents that detailed what ...

August 2018 Newsletter: Protecting Your Retirement for Your Beneficiaries: The IRA Beneficiary Trust

Author: Endy Ukoha-Ajike

The IRA Beneficiary Trust is an important tool you should consider in your estate plan if ...

August 2018 Seminar: Reaching your Financial Goals through Advanced Planning

Author: Endy Ukoha-Ajike

Reaching your Financial Goals through Advanced Planning - A Conversation with Lan J. Shaw ...

May 2018 Newsletter: Emotions In Estate Planning Don’t Disinherit Them - There are Alternatives

Author: Endy Ukoha-Ajike

A lot of people are hesitant to discuss their estate plan for the superstitious reason that it will hasten their death, or ...

May 2018 Seminar: Legacy Exploration - Guided Conversations for a Conscious Departure

Author: Endy Ukoha-Ajike

Over the years, Emily has been close to and shared many end-of-life experiences: people of all different ages, circumstances, ...

April 2018 Newsletter: Tips on Decisions in Estate Planning

Author: Endy Ukoha-Ajike

Have a Clear Objective: We advise our clients to have a clear objective when creating their Estate Plan ...

March 2018 Seminar: Maximize Your Competitive Advantage with the New Tax Code

Author: Endy Ukoha-Ajike

Champions are not necessarily the most talented. More often, they study the rules of the game and use it to their advantage ...

February 2018 Newsletter: The Tax Cuts and Jobs Act (TCJA) : Capital Gains Tax 

Author: Endy Ukoha-Ajike

This is the tax on the gain from the sale of capital investment held for one year or less ...

January 2018 Newsletter: The Tax Cuts and Jobs Act (TCJA)

Author: Endy Ukoha-Ajike

The new tax laws based on the recently passed Tax Cuts and Jobs Act (TCJA) came into effect on ...

 

March 2017 Newsletter: Trust and Estate Taxes

Author: Endy Ukoha-Ajike

Tax season is here. This month's newsletter addresses a tax topic that is intriguing and confusing to a lot of people who ...

December 2017 Newsletter: Happy Holidays

Author: Endy Ukoha-Ajike

Thank you for being our client and trusting us to handle your affairs ...

November 2017 Newsletter: Importance of Creating an Estate Plan for your Family

Author: Endy Ukoha-Ajike

If you don’t already have an Estate Plan which includes: Revocable Living Trust, Last Will and Testament, Power of Attorney and an Advance Health Care Directive, this time of ...

October 2017 Newsletter: Retirement Plans Beneficiary Designations- What to Do?

Author: Endy Ukoha-Ajike

If there is no Designated Beneficiary in the account and the owner dies before the his/her RBD ...

October 2017 Seminar: Plan for Retirement and Make it Last!

Author: Endy Ukoha-Ajike

We are excited to announce that Rashid Coleman, V.P. / Private Client Advisor, will be joining Endy ...

August 2017 Newsletter: Common Ways of Inheriting Real Property

Author: Endy Ukoha-Ajike

4 Additional Ways of Transferring your Real Estate to Your Heir(s) and Consequences of Each ...

August 2017 Seminar: Real Estate Inheritance: Common Ways of Transferring Title to your Heir(s)

Author: Endy Ukoha-Ajike

We are excited to announce that Alex Sandoval, Real Estate Broker, will be joining Endy as our guest speaker ...

July 2017 Newsletter: Real Estate Inheritance

Author: Endy Ukoha-Ajike

Real estate is still the most widely held asset owned by Americans ...

June 2017 Newsletter: Planning Your Estate With a Revocable Living Trust – For Big and Small Estates

Author: Endy Ukoha-Ajike

The Revocable Living Trust is still the most popular tool to use in planning your estate. Often when ...

June 2017 Seminar: Planning Your Living Trust: From Drafting to Administration

Author: Endy Ukoha-Ajike

Our goal is to make the seminar as informative and interactive as possible ...

April 2017 Newsletter: Care Givers: Beware of those Gifts From Your Clients Family Members: The Law is Your Ally

Author: Endy Ukoha-Ajike

Often times care givers receive gifts and/or “loans” from their clients who are mostly elderly people under their ...

April 2017 Seminar: Your Health Care Options in Retirement

Author: Endy Ukoha-Ajike

We are excited to announce that Ervin Thompson, ChFC- Chartered Financial Consultant and Lewis Phillips- Senior Financial Advisor at Merrill Lynch ...

March 2017 Seminar: Transfer on Death Deed: New Law in CA

Author: Endy Ukoha-Ajike

Join us at our NEW LOCATION, Lungomare, for a relaxing evening and discussion over wine + cheese ...

February 2017 Newsletter: New California Law on Managing Your Digital Assets

Author: Endy Ukoha-Ajike

This new rule passed by the California legislature sets the procedures for an deceased person’s named trustee or ...

February 2017 Seminar: Business Formations, Accounting and Tax Tips for Filing

Author: Endy Ukoha-Ajike

We are excited to announce that Anna Koltunov, Tax Accountant, will be joining Endy ...

 

January 2017 Newsletter: Another New Year, New Opportunities

Author: Endy Ukoha-Ajike

Here are the most significant changes that happened last year in Estate Planning that will impact 2017: ...

December 2016 Newsletter: Important Changes in CA Estate Planning Laws

Author: Endy Ukoha-Ajike

Here are very important updates on two very important changes in Estate Planning laws in California in ...

December 2016 Seminar: CLIENT APPRECIATION HOLIDAY PARTY

Author: Endy Ukoha-Ajike

Our clients are at the heart of what we do. It is because of you that we practice law and we are grateful ...

November 2016 Newsletter: Importance of Updating Your Estate Plan Documents

Author: Endy Ukoha-Ajike

There are various reasons why you NEED to update your Estate Plan. It is usually if ...

October 2016 Newsletter: A Case Study on Critical Decisions that impact your Estate Plan

Author: Endy Ukoha-Ajike

My client comes in with her parents’ trust for Trust Administration after both of them passed away. On review I discover ...

October 2016 Seminar: Your "Real" Estate

Author: Endy Ukoha-Ajike

We are excited to announce that Lillie Turner, REALTOR®, will be joining Endy as our guest speaker ...

September 2016 Newsletter: Open Enrollment: How your Medicare and Medi-Cal choices may impact your Family

Author: Endy Ukoha-Ajike

This is an inexhaustive, very brief synopsis of Medi- Cal recovery claims against recipients of benefits in California. Medi-Cal is a ...

September 2016 Seminar: Open Enrollment: How your Medicare and Medi-Cal Choices may impact your Family

Author: Endy Ukoha-Ajike

We are excited to announce that Ervin Thompson, ChFC, will be joining Endy as our Guest Speaker ...

August 2016 Newsletter: Retirement Plans Beneficiary Designations – What to Do?

Author: Endy Ukoha-Ajike

If there is no Designated Beneficiary in the account and the owner dies before the his/her RBD ...

August 2016 Seminar: Retirement Planning: 10 Steps to Financial Confidence

Author: Endy Ukoha-Ajike

We are excited to announce that Raymond Preston, Retirement Planning Specialist ...

July 2016 Newsletter: Mom Passed Away: What Taxes have to be Paid?

Author: Endy Ukoha-Ajike

One of the very first questions I get when I meet with clients to plan their estate or after someone has passed away is ...

July 2016 Seminar: Inheritance: How much is left for me? (after the taxes are paid)

Author: Endy Ukoha-Ajike

We are excited to announce that Ann Opara, CPA will be joining Endy as our Guest ...

June 2016 Newsletter: Your Life Insurance Policy: Beneficiary Designations And Payout At Death

Your Life Insurance Policy is a very important part of your estate plan. It provides ...

June 2016 Seminar: Protecting your Wealth from Healthcare Costs in Retirement

Author: Endy Ukoha-Ajike

We are excited to announce that Lewis Phillips- Senior Financial Advisor at Merrill Lynch Wealth Management, ...

May 2016 Newsletter: Prince’s Intestate Estate – A Basic Lesson in Estate Planning for All

Author: Endy Ukoha-Ajike

In California as in other parts of the country, if you die without a Will or Revocable Living Trust ...

May 2016 Seminar: Social Media- Who owns your content after you die?

Author: Endy Ukoha-Ajike

We live in a digital age where technology and social media have become a part of our daily ...

April 2016 Newsletter: Estate Planning- Impact of Life Altering Events

Author: Endy Ukoha-Ajike

Time and time again when a family member dies (usually the matriarch or patriarch of the family), ...

April 2016 Seminar: Estate Planning- Impact of Life Altering Events

Author: Endy Ukoha-Ajike

We are excited to announce our first special guest speaker, Ervin Thompson, ...

March 2016 Newsletter: Transfer on Death Deed: New Law in CA

Author: Endy Ukoha-Ajike

The Transfer on Death (TOD Deed) transfers your property to any person who you name...

March 2016 Seminar: Transfer on Death Deed: New Law in CA

Author: Endy Ukoha-Ajike

Join us at our NEW LOCATION, Lungomare, for a relaxing evening and discussion ...

February 2016 Newsletter: Trust Administration 102

Author: Endy Ukoha-Ajike

This month’s topic, Trust Administration 102, continues our discussion on Trust Administration due to how important ...

February 2016 Seminar: Trust Administration 102

Author: Endy Ukoha-Ajike

Join us for a relaxing evening and discussion about Trust Administration over wine + cheese ...

January 2016 Newsletter: Trust Administration

Author: Endy Ukoha-Ajike

Trust Administration is a “necessary” process very similar to Probate that is required ...

January 2016 Seminar: Trust Administration

Author: Endy Ukoha-Ajike

Join Us for a relaxing evening and discussion about Trust Administration ...

 

December 2015 Newsletter: Importance of Updating Your Estate Plan Documents

Author: Endy Ukoha-Ajike

There are various reasons why you NEED to update your Estate Plan ...

November 2015 Newsletter: Business Formation

Author: Endy Ukoha-Ajike

What entity is suitable for your business? ...

November 2015 Seminar: Business Formation

Author: Endy Ukoha-Ajike

Join us for a relaxing evening and discussion over wine+ cheese: ...

October 2015 Newsletter: Inaugural Newsletter

Author: Endy Ukoha-Ajike

I am excited to welcome you to our first newsletter! We intend to use this brief forum: ...

October 2015 Seminar: Trust Planning

Author: Endy Ukoha-Ajike

Important Factors to Consider When Creating Your Revocable Living Trust.  DETERMINE YOUR OBJECTIVES: ...