Estate Planning
What This Page Covers
This page collects the 17 public records POLISCOPE has tagged with “Estate Planning”. Coverage spans bills and news coverage - each decoded into plain English and linked to its primary source. It most often overlaps with Real Estate, Legal Services, and Probate.
Active Bills
Recent Activity
- Wed, Sep 21 item
- Tue, Aug 251 item
- Thu, Aug 131 item
- Mon, Aug 31 item
Finance Signals
No finance signals found for this topic in the available records yet.
Open the Money page to search by entity, donor, or PAC.
Reported financial relationships and timing signals. This does not prove motive or influence.
Key Actors
- 01Redditother1 mentions
- 02Contra Costa County Superior Courtorganization1 mentions
- 03Gizem Keskinperson1 mentions
- 04North Pacific Beachlocation1 mentions
- 05IRAother1 mentions
- 06Shirlyon McWhorterperson1 mentions
- 07Eric Freitagperson1 mentions
- 08Plant City Observerorganization1 mentions
- 09Palm & Sage Estate Salesorganization1 mentions
- 10Jackie Guiterrezperson1 mentions
Connections Preview
Lightweight relationship summary. Open the full graph for the interactive view, including 1-hop neighbours and money edges.
- Topic to billsSB 1288 requires financial firms to notify beneficiaries of nonprobate security transfers, Proposed Tax Change for Using Health Savings Accounts (HSA) for Funeral Costs
- Topic to peopleGizem Keskin, Shirlyon McWhorter, Eric Freitag (+1 more)
- Topic to orgsContra Costa County Superior Court, Plant City Observer, Palm & Sage Estate Sales
Source Trail
Documents whose extracted record lists this topic. Each item opens the Bill Dossier, which includes the official source URL when available.
- Sep 2, 2026NewsAttorney Sherlon McWhorter discusses estate planning, wills, and probate processes
- Aug 30, 2026State BillSB 1288 requires financial firms to notify beneficiaries of nonprobate security transfers
- Aug 25, 2026NewsJAG Real Estate launches Palm & Sage Estate Sales for downsizing seniors
- Aug 13, 2026NewsPlant City Observer reports on the role of retirement accounts in estate planning
- Aug 3, 2026NewsLegislator Anamarie Ávila Bugarin challenged claims of dementia in family property dispute
- May 3, 2026reddit postRequest for Estate Sale Company Recommendations
- Mar 27, 2025Federal BillProposed Tax Change for Using Health Savings Accounts (HSA) for Funeral Costs
Showing 7 of 17 source records.