Blog

When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with their financial affairs. As a San Diego probate lawyer, I often hear concerns from family members worried about missing assets or incomplete information. Let's address these common worries and explore what...

As a San Diego inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family's wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable to creditors or unnecessarily inflate your taxable estate. Let's explore how an ILIT...

Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you're in San Diego or elsewhere, these new regulations could significantly impact your inheritance. As a San Diego estate planning lawyer, I'll break down the...

Even iconic artists like Prince can encounter estate planning challenges. As a devoted fan of many musical legends, I was surprised as an San Diego trust lawyer to learn that Prince passed away without a trust or will. Sadly, the resulting legal battles within his estate continue to make headlines. Let's...

Imagine you're at a family reunion, and your eccentric Uncle Bob starts talking about how he's become a "Settlor." Your cousin Sarah rolls her eyes, assuming it's just another one of Bob's quirky hobbies. She half expects that Uncle Bob bought a wooden covered wagon and farming or prospecting equipment. She...

As a grandparent, you've probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you're gone? As a San Diego estate planning lawyer, I've seen firsthand how grandparents can play...

Picture this: You're scrolling through social media when an ad pops up. "AI Can Write Your Will in Minutes!" it proclaims. You think, "Perfect! If AI can pass the bar exam, surely it can handle my simple will, right?"  Not so fast, my tech-savvy friend. 

You've poured your heart and soul into your business, but have you considered what would happen if you or your partner suddenly couldn't continue? As a San Diego Planning Attorney, I've seen too many thriving businesses falter when faced with unexpected transitions. That's where a buy-sell agreement comes in - it's...