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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Will Lawyer in San Diego Explains: Creating Estate Plans for Hospitalized Loved Ones
As one of the few will lawyers in San Diego still willing to make hospital calls, I often receive urgent calls from families with loved ones in the hospital. They're concerned about getting legal documents in place quickly, especially if their loved one's condition might deteriorate. It's a delicate situation that requires...
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Commercial Property in Your Estate Plan: Advice from a San Diego Estate, Will, and Trust Lawyer on Protecting Your Real Estate Legacy
If you own commercial property, you've likely spent years building and managing your real estate investments. As a San Diego estate will and trust lawyer, I've guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is, passing down commercial property requires...
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The Dynamic Duo of Your Financial Future: How San Diego Estate Planning Lawyers and Financial Advisors Collaborate
When you decide it's time to get serious about your future, you might be surprised to learn that you need not one, but two professionals in your corner: an estate planning lawyer and a financial advisor. Many people assume these roles are interchangeable or that one professional can handle it all. Spoiler alert:...
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Family Feud: Estate Planning Edition – How to Prevent Your Kids from Fighting Over Your Care in San Diego County
Have you ever caught yourself thinking, "My children love me, but when it comes to my future care, I know they will probably each look at things very differently. Fighting about it, will split our family” You're not alone. As a San Diego County will and trust lawyer, I've seen countless parents grapple...
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What to Know When Including Raw Land in Your Estate Plan: Advice from a San Diego Estate Lawyer
Owning a piece of undeveloped land can be an exciting investment, full of potential and possibilities. However, when it comes to including this asset in your estate plan, there are unique considerations to keep in mind. As a San Diego estate lawyer, I often work with clients to ensure their raw land is...
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San Diego Estate Lawyer: Should Your Healthcare Agent and Power of Attorney Be the Same Person?
In the hustle and bustle of our daily lives, it's easy to put off estate planning. But as a San Diego estate lawyer, I can't stress enough how crucial it is to have your affairs in order, especially when it comes to healthcare decisions and financial management.Two key roles in your estate...
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San Diego Estate Planning: Protecting Your Children When You’re Their Only Parent
As a single parent, your plate is already full. You're juggling work, childcare, school activities, and hoping to find enough "me time" to keep from dropping everything. It's understandable that estate planning might not be at the top of your to-do list.But let's face it: one of the biggest worries for single...
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San Diego Asset Protection Lawyer: Safeguarding Your Future as a Physician
If you're a new doctor building your practice or a seasoned physician branching out on your own, it's time to give serious thought to asset protection planning. Did you know that doctors are among the top professionals targeted in lawsuits? It's not a matter of "if" but "when" you might face a claim....
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