Estate Planning

While you, like most parents, probably have high hopes that your death will not prompt sibling disputes over assets, the truth is that such disputes are common. Unfortunately, such disputes often end up in costly and lengthy legal battles.  The good news is that, with...

Yes. You may think you are too young, but these legal documents are about more than deciding who gets your money when you die. They outline who can make decisions for you when you are not physically present or mentally capable of making them yourself.  Imagine you...

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 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...