Los Angeles, Calabasas, Westlake Village and San Fernando Valley, CA Estate Planning Firm
Each month Steelyard Consulting publishes an electronic newsletter for clients and professional advisors. Our goal is simple: keep you informed about developments that may affect your plan, remind you of steps you may need to take, and offer practical guidance you can share with the people you love.
Past issues have addressed changes in tax law, trust funding checklists, business succession reminders, international asset reporting, and tips for talking to adult children about estate planning. The newsletter is free, and we do not sell or share your contact information.
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Recent Issues
January — Funding Your Revocable Trust: A Checklist for New Clients
A signed trust is only the beginning. This issue walks through the most commonly overlooked funding steps and explains why an unfunded trust may not accomplish what you expect.
December — Charitable Giving Before Year-End
A brief overview of outright gifts, donor-advised funds, and appreciated stock donations, with reminders for clients working with their CPA on deduction timing.
November — International Assets and Reporting Reminders
For families with foreign accounts or real estate, a plain-language summary of why coordination between U.S. and foreign planning documents matters—and what your successor trustee needs to know.
October — Reviewing AB Trust Planning After Exemption Changes
Many older plans still contain credit shelter or “B trust” provisions that may no longer be necessary. We explain when a review makes sense and what questions to ask your attorney.
September — Successor Trustee Responsibilities After a Death
A practical guide for trustees stepping in for the first time: initial steps, timelines, and when to seek professional help.
Professional advisors are encouraged to subscribe and share relevant issues with clients. For more on how we work with advisors, visit our page on collaborating with Steelyard Consulting.