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In many marriages in the San Diego area, one spouse is a U.S. citizen and one isn’t. If you’re preparing to create an estate plan, is it relevant to the inheritance you plan to leave your spouse that they aren’t a citizen? Maybe they’re somewhere in the long process...
An estate executor is simply the person that handles the estate in accordance with the plan that the deceased made before they passed away. They do things like gathering up assets and distributing them to family members. One of the roles that the estate executor has...
All adults must ensure they have an estate plan together so their loved ones know their wishes for assets. Getting this in order is critical so that your estate isn’t handled in accordance with the intestate laws that are set by state law. As you’re getting your...
One kind of business entity that many small businesses start out as is a sole proprietorship. This business structure is the easiest business entity to set up, but it does not offer you the protection that you would get with some other business forms. If this is your...
Probate is a court process to manage the estate details of someone who dies. Probate laws are complex and involve many factors like dealing with financial responsibilities and transferring property to heirs. What issues does probate manage? These court proceedings...
You want your life and all your hard work to count for something, and you want your legacy to endure long after you’re gone. Because you have the ability to be generous to both your heirs and others who are less fortunate, you’re considering using one or more...
Your loved one passes away, leaving behind financial assets, physical assets, a home, a car and much more. You know that you need to divide this up between their heirs and beneficiaries. But you can’t just do that without determining what is really there. As such,...
You’ve always been a creative type, and you’ve made a pretty good living through your residuals and royalties. You’ve got an impressive array of copyrights, patents, trademarks and other intellectual property to your name -- and they may make up the bulk of your...
If you don’t have family or would not like to pass on all of your assets to friends or other loved ones, then one option you have is to open a charitable trust instead. A charitable trust can benefit only the charity that you select or may pass on to a charity as well...
Divorce requires you to make changes in many aspects of life. One area that can be easy to forget about is your estate planning. You should revise your estate plan every few years anyway. Yet, you should also do so whenever there is a significant change in your...
