Taking steps to plan for the future is one of the greatest gifts you can give to yourself and your loved ones. At Litherland, Kennedy & Associates, APC, we’re committed to helping you understand the many pieces that go into building a strong, lasting plan.
In the estate planning videos linked below, you’ll find helpful guidance on important topics such as estate and gift taxes, joint tenancy, probate, real property, and how to protect yourself and your family from scams. Each video is designed to give you clear information, practical tips, and the peace of mind that comes from being better prepared.
Whether you are just starting to think about estate planning, updating an existing plan, or looking for ways to safeguard what you’ve worked so hard to build, these videos and resources are a great place to start. We invite you to explore the topics that matter most to you and take the next step toward protecting your future and your legacy.
- Estate & Gift Tax
- Joint Tenancy
- Probate
- Real Property
- Scam Alert
- Elder Care, Retirement, & Medi-Cal
- Living Trust
- Law Firm News
- Power of Attorney (Health & Property)
Estate and Gift Tax
Estate and gift taxes can significantly affect how much of your wealth is passed to your loved ones. Understanding these taxes—and knowing how to plan for them—can help you protect your family and preserve your legacy. Click to learn more about estate and gift taxes, including key exemptions, gifting limits, and smart strategies to keep more of your assets in the hands of those you care about most.
Joint Tenancy
Joint tenancy is a common way of holding property that allows assets to pass directly to the surviving owner without going through probate. But there’s more to joint tenancy than just avoiding probate—it’s important to understand exactly how it works, its potential advantages and pitfalls, and whether it’s right for your situation. Click to discover how joint tenancy can impact your estate planning and what you should consider before making this choice.
Probate
Probate is the court-supervised process of settling an estate after someone passes away. Many people think of probate as expensive, lengthy, and complicated—but it doesn’t always have to be. Understanding how probate works can help you simplify things for your loved ones. Click to learn what probate involves, how it affects your estate, and ways you can plan ahead to minimize or even avoid the probate process altogether.
Real Property
Real property, like your home or other real estate, often represents a significant part of your estate and requires special attention when planning for the future. How you handle real property in your estate plan can greatly impact your family and beneficiaries, affecting taxes, probate, and even family harmony. Click to learn important considerations, strategies, and planning tips for effectively managing and transferring your real property.
Scam Alert
Scams targeting seniors, families, and vulnerable adults are increasingly common and can cause devastating financial and emotional damage. Protecting yourself and your loved ones starts with being informed and recognizing the signs of potential scams. Click for important scam alerts, practical tips to stay safe, and ways you can help prevent fraud before it happens.
Elder Care, Retirement, and Medi-Cal
Planning for your later years involves more than just saving for retirement—it’s about protecting your health, your finances, and your peace of mind. These videos cover essential topics like long-term care planning, retirement income strategies, and qualifying for Medi-Cal without jeopardizing your assets. Click to learn how thoughtful planning today can help you stay secure and supported tomorrow.
Living Trust
A living trust can be a powerful tool for avoiding probate, maintaining privacy, and ensuring your wishes are honored. These videos explain how living trusts work, who needs one, and how they can help streamline the transfer of assets to your loved ones. Click to learn how a living trust can offer control, flexibility, and peace of mind for you and your family.
Law Firm News
Stay informed with the latest updates from Litherland, Kennedy & Associates. From community events and firm milestones to new resources and planning insights, our news helps you stay connected with what matters most. Click to see how we’re continuing to serve families across Campbell and the Bay Area with trusted estate planning guidance.
Power of Attorney (Health and Property)
A power of attorney ensures someone you trust can step in if you’re ever unable to make decisions for yourself. These videos explain the difference between health care and property powers of attorney, when and how they take effect, and why every estate plan should include them. Click to learn how to safeguard your wishes and avoid unnecessary court involvement.
