Will Your Family Business Survive the Future? Succession Planning Considerations from an Estate Lawyer in San Diego
As a San Diego estate lawyer, I've seen many family businesses flourish across generations. Unfortunately, I've also witnessed others falter during transition, not because of market conditions or competition, but due to inadequate succession planning. The hard truth? Sometimes the biggest threats to your business legacy come from within the family itself.
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Joint Accounts vs. Power of Attorney: Making the Right Choice for Your Future
While meeting with clients, as a San Diego estate planning lawyer, I often hear this question: "Should I add my family member to my accounts as a joint owner, or set up a Power of Attorney?" While adding a joint owner might seem like the simpler solution, the answer isn't as straightforward...
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Smart Gifting: A San Diego Estate Lawyer’s Guide to Supporting Your Grandchildren’s Future
As a San Diego estate lawyer, I often meet grandparents who want to provide financial support for their grandchildren while ensuring their generosity doesn't inadvertently create complications. Whether you're thinking about college funding or creating a lasting financial legacy, strategic planning can help maximize your gift's impact.
Understanding the...
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Making a Change: Working with a New San Diego Estate Planning Lawyer
Many of us hesitate to change professional relationships, especially when it comes to legal matters. As a San Diego estate planning lawyer, I often meet people who have become estate planning orphans. Perhaps their original attorney has retired, passed away or you never really connected with them, moving to a new attorney...
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Right-Sizing Your Trust: A San Diego Trust Lawyer Explains What Really Matters
One of the most frequent questions I hear as a San Diego trust lawyer is, "Is my estate large enough to justify a living trust?" Behind this question often lies a deeper concern: "Am I making the right choice for my family's future?" Let me share something that might surprise you –...
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Beware These Estate Scams: A San Diego Probate Lawyer’s Guide to Protecting Grieving Families
As a San Diego probate lawyer, I've witnessed firsthand how scammers exploit families during their most vulnerable moments. The days and weeks following a loved one's passing should be a time for healing and remembrance – not defending against fraud. Let me share some crucial insights to help protect your family during...
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Trust Mills: Why Mass-Produced Estate Planning Could Put Your Family at Risk
As a San Diego trust lawyer, I often meet families who've been targeted by aggressive marketing from what's known as a "trust mill." These clients usually come to us worried, clutching generic trust documents that are barely worth the paper they're printed on. While the low prices might have been attractive initially,...
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San Diego Estate Lawyer Explains: Your Inherited IRA May Be at Risk
You've carefully built your retirement savings over decades, but did you know that once inherited, these accounts could be vulnerable to creditors? As a San Diego estate lawyer with experience in asset protection planning, I've seen too many families surprised when inherited retirement accounts they thought were protected ended up exposed to...
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Why a Special Needs Trust is Crucial for Your Child’s Personal Injury Settlement: Insights from a San Diego Trust Lawyer
When a child with disabilities receives a personal injury settlement, parents often face a crucial decision: how to manage these funds without jeopardizing essential government benefits. As a San Diego trust lawyer, I've helped many families protect their children's financial future through special needs trusts, particularly after receiving personal injury settlements.
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What Happens to Student Loans After Death? San Diego Probate Attorney Explains
As a San Diego probate attorney, one of the most common questions I hear from twenty-something and thirty-something families is about student loan debt after death. With student loan debt in America reaching unprecedented levels, it's a crucial topic that affects many families during probate administration.
Federal vs. Private...
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