MANUFACTURERS BANK

The Estate Audit: What You Hope is Done Before Mom Dies

Date: Tuesday, May 6, 2025
Time: 5:45pm - 7:30pm
Location: 901 E. ALOSTA AVE. AZUSA, CA 91702
Speaker: Josh Yager Esq. CFP

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This presentation by Josh Yager, Esq., CFP of Anodos Law outlines the importance of preparing an estate before a parent's death to reduce burden and risk for the family. It introduces the EstateAudit, a structured process including document review, a detailed balance sheet, an estate tax pro forma, a “treasure map” of key assets and information, a settlement checklist, and a settlement risk assessment. It emphasizes common emotional and logistical barriers to getting organized, including fear of mortality and unresolved family conflict..

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