Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make those decisions for yourself (in other words, if …
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out. Read more
There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more
Estate planning attorneys and probate and trust administration attorneys in San Diego play crucial but distinct roles in the legal processes involving legacy planning, asset distribution, and wealth preservation. Read more
You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Read more
Reviewing your will is something that many people know they should do but often put off. However, various life circumstances and legal changes can significantly impact your estate planning needs. Ensuring that your estate plan, including your will and other estate planning documents, reflects your current situation is essential for …
Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps. Read more
Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. Read more
