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When a loved one dies, the remaining family members and friends go through a variety of emotions and feelings. Many people are unsure of what steps to take in dealing with the decedent’s estate, and there is often confusion when it comes to figuring out how to...
Business succession planning is the process of figuring out what will happen with your business when you can no longer run it yourself. It can be part of your retirement or estate planning, depending on when you feel you will stop working. SCORE explains that you want...
A major driving force behind estate planning is avoiding probate. Probate can be very time-consuming and expensive for your heirs. Not to mention, if your assets are in probate, your heirs cannot access those assets if they are in need. Doing as much as you can to...
When you become the administrator of someone’s probate estate, you take on significant responsibilities. The most important thing, as pointed out by the American Bar Association, is to remember that you must act as a fiduciary in everything you do. In other words, you...
If your career is winding down and retirement is on the horizon, the subject of estate planning may be on your mind. There are many effective estate planning tools including revocable and irrevocable trusts. But what is the difference between them, and which one is...
As you get deeper and deeper into the estate planning process in San Diego, you start to see that one of its main purposes is to help you maximize the assets you have to pass on to your beneficiaries. Yet one liability you may think that you cannot avoid is estate...
If you are thinking about creating a trust, we realize that you likely have a myriad of questions and concerns. Estate planning often brings up a lot of uncertainty and many people struggle with various aspects of the estate planning process, from figuring out the...
If you’ve just lost a family member, you are likely trying to work through your own grief and be there for those that you love. During a difficult time like this, it can feel especially burdensome to tend to the legal matters related to the decedent’s estate....
If you have yet to make an estate plan, chances are good that you have heard the term “living trust” but are not sure what it refers to. Please keep reading, because this is an important legal tool that you may want to consider. A Trust by Several Other Names A living...
The passing of a parent or spouse is a difficult time for everyone in the family. When combined with the subject of money and inheritance, a death in the family can, unfortunately, reignite old sibling rivalries or create new family drama if someone perceives your...
