Estate Planning Blog

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What Assets Should Be Considered in Estate Planning?

December 5, 2022
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
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Is a Living Will the Same as an Advance Directive?

November 28, 2022
Most people think of wills as written instructions for use after death. In contrast, living wills provide your instructions for continuing or halting life-sustaining healthcare while you’re alive.
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Ask Mom if She has a Will

November 23, 2022
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
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How Does Probate Court Work?

November 21, 2022
Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
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Another Reason Why You Need an Estate Planning Attorney

November 18, 2022
Property law can be complex and arcane, even for lawyers and judges. The rule against perpetuities is an example of how older property laws can influence how families transfer and inherit property rights.
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Estate Planning for Blended Families

November 14, 2022
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
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Why are Trusts a Good Idea?

November 7, 2022
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
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Problems Created When No Will Is Available

October 31, 2022
People who have had a serious case of COVID-19 are 66% more likely to engage in estate planning, and 32% of adults under 35 said they wrote a will because of the pandemic.
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The Difference between Revocable & Irrevocable Trust

October 28, 2022
A trust is an estate planning tool that you may consider using if you want to go beyond drafting a last will and testament.
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Estate Plans Can Protect Against Exploitation

October 24, 2022
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
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San Diego, CA 92130-2071

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