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Power of Attorney

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Power of Attorney

Retirement Planning for Busy Professionals

For many busy professionals, finding the time to effectively plan for retirement can be a challenge. Between personal commitments and demanding careers, setting aside time to create a retirement plan might take a backseat. However, strategic financial decisions need to be made to ensure a comfortable and fulfilling retirement. This retirement planning guide is designed specifically for planning for busy professionals, helping you navigate this essential process efficiently. Why Is Retirement Planning Essential for Busy People? Despite hectic schedules, retirement planning should not be neglected. Busy professionals often have the benefit of a higher income, which, if managed correctly, can… 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

Power of Attorney documents are often an afterthought when someone thinks about their estate plan. Read more

What are Primary Testamentary Estate Planning Documents

When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place. Read more

Elder Financial Exploitation More than Doubled Since COVID

While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing. Read more

Revocable Trusts Make Sense for Retirees

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust. Read more

Now Is the Time for Estate Planning

As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan. Read more

Is a Power of Attorney Really Necessary

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney? Read more

Estate Planning Checklist

An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die. Read more

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Lancier Legal, PC

Downtown San Diego Office

501 West Broadway Ste. 1620
San Diego, California 92101
Phone: (858) 758-4233

Del Mar Heights Office

12636 High Bluff Dr Ste. 400
San Diego, California 92130
Phone: (858) 758-4233

Carlsbad Office

2173 Salk Ave Ste. 250
Carlsbad, California 92008
Phone: (858) 758-4233

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