Category Archives: Probate

Jagger Inherits $9 Million

Posted on April 2, 2014 by Roger Billings

  From the Telegraph: L’Wren Scott, the fashion designer who committed suicide last week, left her entire estate of $9 million to her long-time boyfriend Sir Mick Jagger, according to a new report. The contents of her simple will, which … Continue reading →






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Pepsi Inventor Left Original Recipe to Heirs?

Posted on May 10, 2012 by Roger Billings

photo credit: Just Another Wretch Distribution of personal property items is often one of the most difficult obstacles to a peaceful estate plan. The symbolic meaning of keepsakes carries a weight far in excess of their intrinsic value. But a … Continue reading →






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Dead Celebrities Can’t Take It With Them But Still Making Plenty

Posted on October 27, 2011 by Roger Billings

  More evidence that estate executors can be effective business managers. Forbes provides a list of the 15 highest earning dead celebrities. Here’s an excerpt from the report. It’s been two years since Michael Jackson passed away at the age … Continue reading →






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Can I Avoid Probate of My House by Holding It in Joint Tenancy?

Posted on October 12, 2011 by Roger Billings

  Joint tenancy might be a convenient estate planning shortcut, but it also brings some undesirable risks. Joint tenancy is a form of ownership of property where two or more people hold title to the property with right of survivorship, … Continue reading →






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What Is So Bad About Probate and Why Should It Be Avoided? – Estate Planning Basics

Posted on October 5, 2011 by Roger Billings

  Again it is time to get back to basics. Avoiding probate is a primary reason to set up a living trust instead of a will . There are several reasons to avoid probate, and in California particularly the reasons … 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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