Seasons Estate Planning, APC

Seasons Estate Planning, APC Trust & Estate Planning Attorney throughout Southern California

Most estate plans cover what happens to your assets when you die. Very few cover what happens to your surviving spouse's...
05/29/2026

Most estate plans cover what happens to your assets when you die. Very few cover what happens to your surviving spouse's tax bill the year after.

The widow penalty is one of the first things we raise when we sit down with couples, because by the time most surviving spouses find out about it, it is too late to plan around it.

That conversation belongs in the plan. Not on April 15th.

Learn more at www.seasonsestateplanning.com/schedule-an-appointment.

Three tax hits. One filing status change.Most estate plans never address any of it. We do, because we are there for the ...
05/28/2026

Three tax hits. One filing status change.

Most estate plans never address any of it. We do, because we are there for the family, not just for the documents.

This week’s article covers what you need to know about “the widow penalty.”

Check it out at www.seasonsestateplanning.com/blog.

Nobody warned her about the widow penalty. She found out about it in April after her husband died.This week's blog is ab...
05/26/2026

Nobody warned her about the widow penalty. She found out about it in April after her husband died.

This week's blog is about what the widow penalty costs, who it hits, and what couples can do about it now while there is still time.

Learn more at www.seasonsestateplanning.com/blog.

We could never thank you enough. 🇺🇸
05/25/2026

We could never thank you enough. 🇺🇸

Let things flow. 💙
05/22/2026

Let things flow. 💙

"The document looked fine. The bank said no."This is one of the most common situations we see, and one of the most preve...
05/22/2026

"The document looked fine. The bank said no."

This is one of the most common situations we see, and one of the most preventable.

A Power of Attorney that has never been registered at your financial institution is a plan that hasn't been tested yet. Let's fix that before a crisis does it for you.

Connect today at www.seasonsestateplanning.com/schedule-an-appointment.

Many major banks have their own internal POA forms. A valid, attorney-drafted document can be rejected simply because it...
05/21/2026

Many major banks have their own internal POA forms. A valid, attorney-drafted document can be rejected simply because it is not THEIR paperwork.

Knowing that ahead of time is the difference between a plan that exists and a plan that works.

Learn more at www.seasonsestateplanning.com/schedule-an-appointment.

In case you missed this: a valid Power of Attorney can be rejected at your bank right when your family needs it most. Mo...
05/21/2026

In case you missed this: a valid Power of Attorney can be rejected at your bank right when your family needs it most. Most families don't find out until they're already in a crisis. This week's article covers why it happens and what a plan that actually works looks like.

Read it at www.seasonsestateplanning.com/blog.

Address

475 Washington Boulevard
Marina Del Rey, CA
90292

Telephone

+13103443015

Website

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