Estate Planning Blog

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What Should Not Be Included in Trust?

February 21, 2022
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
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What Assets Should Be Considered when Planning Estate?

February 18, 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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Write a Letter of Instruction for Loved Ones

February 17, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
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What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 16, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
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What are Biggest Blunders in Wealth Transfer?

February 15, 2022
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
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Will Moving to a New State Impact My Estate Planning?

February 14, 2022
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
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What are the Most Common Estate Planning Mistakes?

February 11, 2022
With apologies to poet Robert Burns, the best-laid estate plans of women and men sometimes go awry.
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Why Should I Have a Living Will?

February 10, 2022
As a review of terms, a will is a legal document that specifies how a person’s estate should be handled only after that person’s death. A living will has nothing to do with how your “things” like property, money, jewelry, etc. are to be distributed. Unlike a will, it is, in fact, a document that comes into play while you’re still alive.
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How Do I Write My Will?

February 9, 2022
No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will determine what happens with your estate.
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Can You Keep Your Children from Inheriting Your Money?

February 8, 2022
I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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