Estate Planning Blog

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How Grandfathers & Senior Dads Leave A Legacy of Caring for Their Families

June 8, 2022
Here are some important steps you can take to secure your legacy for your family. Congratulations, Dad!  You’ve raised your children, who now have children of their own.  Despite all the obstacles of recent years, the family is thriving.  You feel good about how you’ve led your life and are hopeful about the years ahead.  […]
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What Is the Purpose of a Pet Trust?

May 31, 2022
Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.
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Should You Update Your Estate Plan?

May 20, 2022
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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What Needs to Be Reviewed in Estate Plan?

May 6, 2022
Here are some important parts of your estate plan that should be reviewed.
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How Do I Avoid Probate?

April 26, 2022
There are good reasons why people want their estates to avoid probate, and a lot of ways to do it.
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What Shouldn’t Be Put in a Will?

April 25, 2022
While the number of older Americans with wills has been dropping in recent years, that doesn’t mean you should forego this legal document.
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Can a Vacation Home Be Kept in the Family for Generations?

April 22, 2022
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
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Organize Your Important Papers and Get Personal and Financial Affairs in Order

April 21, 2022
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
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How Does a Trust Fund Work?

April 20, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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