Filing for Divorce in San Diego? Why Updating Your Estate Plan is Crucial
Going through a divorce is an emotionally charged, challenging process. Amid the whirlwind of legal proceedings, contacting an estate planning attorney might not be at the top of your to-do list—but it should be.A divorce, often referred to as dissolution of marriage,...
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Power to Appoint or Disappoint
The Pros and Cons of Powers of Appointment
An often misunderstood but common estate planning tool that can appear in estate planning
documents is the power of appointment. Not to be confused with a power of attorney (the document
that allows you to delegate certain powers to an agent to act on your behalf while you are...
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Spring Cleaning
With all of the crazy things happening in the world right now, I am doing my best to look around and appreciate that we have moved into spring. The flowers on the hills and along the freeway entrance and exit ramps are almost a good excuse to go out and come back to...
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Caregivers, You’re Not Planning Just for Yourself
Caregivers, You’re Not Planning Just for YourselfAs a caregiver, you spend much of your time, money, and energy taking care of the needs of others. Those in southern California who have taken on the role of caregivers for ill or disabled spouses, aging parents, children, or other loved ones with special needs are amazing...
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Boomer Tastes are Impacting Senior Living
The baby boom generation is changing senior living. Just as restaurants and grocery stores have need to change to satisfy boomer tastes so are living communities and senior services. More options are available now than ever before. Medical and technological advancements are allowing service providers to make available more customized care. ...
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Is your Date Night Plan Good Enough?
Is your Date Night Plan Good Enough?Picture this – you get an opportunity to spend some alone time with your spouse. Your mother-in-law will be watching the kids, at your house. You have carefully written down when to feed the baby, how often the little one...
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Make Your Medical Wishes Known for National Healthcare Decisions Day
National Healthcare Decisions Day is on April 16th, and it’s an important reminder for every San Diegan to begin having difficult conversations with loved ones about their most private wishes for medical and end-of-life care. Far too many people assume that their families would make the choices they would want in an...
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Don’t let the life insurance that covers your spouse or parent get away!
Do you know what life insurance policies cover your spouse or parent? Few of us can remember like an elephant. Many years ago, when someone came to our firm for help after their spouse or family member died, we would follow procedures offered by a large life insurance database to check and see whether...
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Don’t Ruin Your Life vs. Don’t Put Me in a Nursing Home
Families deal with aging in different ways. We all hope that, if we are struck by Parkinson’s disease, Alzheimer’s or another Dementia, our spouses and our children will be willing to step up and be there for us. At the same time, many of us are torn between our desire to be taken...
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40 Percent Of Baby Boomers Run With Scissors
40% of Baby Boomers Run With ScissorsNew clients, visiting my office in San Diego, are often embarrassed when they admit to me that they don’t have, a will or trust or that it’s been a long time since they updated their estate planning documents. For years I’ve told them...
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