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DTSTART:20250507T004500Z
DTEND:20250507T023000Z
LOCATION:901 E. ALOSTA AVE. AZUSA, CA 91702
UID:2711620250507T004500Z The Estate Audit: What You Hope is Done Before Mom Dies  
DTSTAMP:20260521T015614Z
DESCRIPTION:\nThis 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..\n
SUMMARY: The Estate Audit: What You Hope is Done Before Mom Dies   - Citrus Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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