fbpx

executor

San Diego Estate Plan for Retired People

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

Everyone Needs an Estate Plan

Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. Read more

Storing your will and trust at home

It’s a morbid yet common worry: What happens to credit card debt when you die? Read more

flax seeds

From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical. Read more

A living trust won’t be for everyone. However, it can provide big benefits for some. Many people use a living trust for one big reason: avoiding probate. However, there are other reasons you should seriously consider. Read more

You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more

Transferring Property to Heirs? Skip Top Five Mistakes

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you. Read more

When to Update Your Will

Updating your will is not just a one-time event. It’s an ongoing process that ensures your estate plan remains relevant and effective. In this article, we’ll delve into the times when you should update your last will and testament and the reasons that can make it necessary. Therefore, if you’re someone who can make a difference through charity or simply want to ensure that your estate planning documents are up-to-date, read on! Why Should You Update Your Will? Your will is a reflection of your wishes at a particular point in time. However, as life evolves, so might your desires… Read more

Make Sure These Documents are Part of Your Estate Plan

Assembling legal documents pertaining to your estate is key to ensuring that your final wishes are carried out. Read more

What Happens When the Second Parent Passes

However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated. Read more