Estate Planning Top 10 Checklist
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Estate Planning
We can work with you to review your business, real estate, and family holdings for tax issues to craft and maintain your succession plan for life, and what comes after.
Top 10 Year-end Estate Planning Checklist
- Personal Status ‒ My health, wealth, and chosen decision-makers are still the same Yes No
- Legal Guardians ‒ The legal guardians I’ve selected for my minor children are up to date and consistent with my wishes? Yes No
- Legal Documents ‒ I have my legal documents in place including a power of attorney, health care directive, will and (when needed) trust Yes
Introduction to Elder Abuse, Capacity and Undue Influence
One of the major exclusions from property reassessment is the exclusion of real property that is owned by a legal entity, such as a corporation, partnership, or LLC, as provided in Revenue & Taxation Code section 64. In a nutshell, it provides that when realty is owned by a legal entity, certain changes in the ownership of the entity do not constate sale of the realty itself, unless a new person or entity gains control of the entity. For example, if real property is owned by a corporation, shares of … 
SLP Partner Tony Valluzzo Named to 2021 “Lawyers of Distinction” List by Sonoma Magazine
SONOMA, CA – July 26, 2021 – Prominent business and estate planning law firm Sonoma Law Partners PC is pleased to announce that 
SONOMA, Calif. – May, 2021 – Reinventing the law firm business model, SLP lawyers return to the basics of legal services with an emphasis on lawyers and staff working together to offer a concierge service experience. The addition of staffers Lori Beth Merrill and Penny Martin underscores SLP’s long-standing reputation for working seamlessly with clients. Committed to providing the ‘white glove’ treatment . Penny’s adept management of client-attorney interactions and communications and Lori Beth’s background as a real estate appraiser complement the legal services offered by SLP’s two partners, Anthony R. Valluzzo, and Mary Piasta.
Join the discussion between lawyer Mary Piasta and Lori Beth Merrill of Sonoma Law Partners PC as they discuss the things you want to know about fiduciaries, what they are, how they are regulated, and how they can help loved ones.