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
Probate
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
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
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything? 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’ve likely heard your friends or family—or even the bank teller, at times—counsel you to add an adult child to your bank account. Read more
