Estate Planning

Living Trust | Pour-Over Will | Durable Power of Attorney | Advance Health Care Directive | Facilitated Family Meeting

Mediation/Family Counseling Services

Kelly Rose Mason is a trained mediator in the field of trust and estate disputes. Conflict around an inheritance dispute or a will contests can often benefit from mediation rather than litigation. 

Trust Administration / Probate Services

When a loved one has passed away, we are here to help guide the executors/trustees through the process of settling the estate.

Family Meeting Facilitation Services

Speaking to loved ones about your wishes can be a challenging and uncomfortable process. Kelly Rose Mason uses her mediation skills to facilitate these conversations between family members.

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How Proposition 19 affects your Estate Planning
What is Proposition 19? Proposition 19 is a measure to change Props 13 and 58 in California. As you probably know, Proposition 13 passed in 1978 and limited property tax increases to 2% annually unless reassessed due to sale or other transfer. Because of Proposition...
Understanding How the new SECURE Act Affects Your Retirement and Estate Planning
The Setting Every Community Up for Retirement Enhancement Act, called the SECURE Act, was signed into law on December 20, 2019 and went into effect on January 1, 2020. It is the most impactful legislation affecting retirement accounts in decades. The SECURE...
The Perfect Solution for Choosing Your Child’s Guardian
If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be...
Recent Superstar Death Brings Estate Planning to the Forefront of Discussion
First I must personalize this blog to say I have been a long time fan of Prince and his music and was truly sad to hear of his death. I just returned from Jazz Festival in New Orleans where musicians and fans from all walks of life were honoring him with moving...
Understanding How the new SECURE Act Affects Your Retirement and Estate Planning
The Setting Every Community Up for Retirement Enhancement Act, called the SECURE Act, was signed into law on December 20, 2019 and went into effect on January 1, 2020. It is the most impactful legislation affecting retirement accounts in decades. The SECURE...
The Perfect Solution for Choosing Your Child’s Guardian
If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important task while waiting for the perfect solution to present itself. Or perhaps you and your spouse/partner cannot agree on who would be...
Recent Superstar Death Brings Estate Planning to the Forefront of Discussion
First I must personalize this blog to say I have been a long time fan of Prince and his music and was truly sad to hear of his death. I just returned from Jazz Festival in New Orleans where musicians and fans from all walks of life were honoring him with moving...
Why You Should Get Estate Planning Off Your To-Do List in 2016
There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate plan can help you accomplish that involves both: Control health care decisions. Most people will die in a...
Digital Life After Death

Digital Life After Death

Have you ever thought about what happens to your social media accounts after you die? According to the Pew Research Center, 74 percent of Internet users maintain a social media presence using websites like Facebook, LinkedIn, Instagram, and Twitter. The far majority...

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