Category: Estate Planning

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...

Pre-Planning with a San Diego Elder Lawyer for Nursing Home CareOne of the more difficult topics that San Diego elder law attorneys and their clients must discuss is the potential need for nursing home care. However, talking about it and knowing the options is actually one of the things that can make things...

Wake up and Prepare your Executor or Trustee to Administer your Will or Trust in San DiegoAs an individual puts together his or her estate plan, there is a need to really think about how it will be administered. California Wills and trusts administration can be a complex process, although having an estate...

A Primer from Your San Diego Wills and Trusts LawyerWills and trusts lawyers in San Diego handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and...

San Diego Estate Planning Lawyers Recommend Revocable Living TrustsOK, that title may be a little misleading, as not every estate planning lawyer in San Diego is going to recommend a revocable living trust for every single client. That said, this particular kind of trust is one that is suggested and discussed a whole lot...

30 Things Good San Diego Will, Trust & Estate Lawyers Want You to KnowEstate planning is a pretty big field, with lots to take into consideration with your lawyer. There are complexities and confusion; but at the end of it all, there’s no doubt that coming up with a solid...

Are you ready to be your Parent’s Helper? First Steps to Being Ready to Manage Your Elderly Parent’s FinancesElder law attorneys in San Diego very often find themselves advising adult children of the elderly on the intricacies of managing their parents’ finances. Why get help from an Elder law attorney and...

Many people visiting their wills, trusts and estates lawyers in San Diego are unprepared to face the news that their income may drastically change upon the death of their spouse.  Unfortunately, this is something that sneaks up on a lot of San Diego couples who haven’t considered this or discussed it...

San Diego is a City filled with people on the move.  Some moving in and some moving out.  San Diego trust and estate planning lawyers carry the responsibility to help their clients prepare for life cycle events and plan for the best ways to financially care for their families after their deaths.  Separate...

Buy a Blanket In spite of the fact that the Calendar says that it is winter; in Southern California we seldom feel too cold. We forget about the bite of winter experienced in other parts of the country. Last week’s cold bite was a bit of a surprise, a shock to...