Author Archives: Roger Billings

Will Assisted Living Expenses Eat Up My Estate?

Posted on September 27, 2011 by Roger Billings

  Will assisted living expenses eat up my estate? That question is often on the minds of retired couples doing their estate planning. Continuing Care Retirement Communities (CCRCs) are one way to make future costs of assisted living and even … Continue reading →






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Nashville Songwriter Discovers Pros and Cons of Conservatorships

Posted on September 23, 2011 by Roger Billings

The expense of Celebrity Conservatorships is in the news today. The attorneys for Britney Spears’ Conservatorship are reportedly seeking $900,000 in fees. Meanwhile, Nashville songwriter Danny Tate saw his assets dwindle while regaining his rights after recovering from a drug … Continue reading →






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What are the Benefits of a Living Trust? – Estate Planning Basics

Posted on September 21, 2011 by Roger Billings

  It is time again to get back to basics. You want an estate plan, but why go to the trouble of setting up a living trust? It may not be a good fit for everyone, but a living trust … Continue reading →






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Further Reading for Seminar on Celebrity Probates

Posted on September 20, 2011 by Roger Billings

  I gave a seminar today to the Estate and Financial Planning section of the Sacramento CalCPA chapter. Thanks to Bruce Kajiwara for the invitation. Following are the links to further reading on the celebrity probates discussed in the Seminar: … Continue reading →






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California Plan Your Giving Day

Posted on September 19, 2011 by Roger Billings

  Charities are feeling the pain, what with the distressed economy and the raised estate tax ceiling. But let’s not forget that it feels good to give. Ed Goldman’s Blog on the Sacramento Bee website contains the following: In her business as a … Continue reading →






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Heirs Denied Access to Digital Assets After Death?

Posted on September 15, 2011 by Roger Billings

  In another example of how the law has not kept up with technology, your digital assets may be at risk after death. An article from the AFP news service explains some of the problems that occur with on-line assets … Continue reading →






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Probate Dispute Over Warhol Portrait of Farrah

Posted on September 15, 2011 by Roger Billings

The estate of Farrah Fawcett is seeing a large amount of legal wrangling. Farrah left her painting collection to the University of Texas. Ryan O’Neal has possession of a famous portrait of Farrah by Andy Warhol. O’Neal claims Warhol gave … Continue reading →






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