How the SECURE Act 2.0 Affects Your Retirement Account & Beneficiaries
The SECURE Act 2.0, signed into law in 2022, introduced major changes to retirement accounts, impacting everything from Required Minimum Distributions (RMDs) to beneficiary inheritance rules. These updates are crucial for individuals planning their estates, as they affect how retirement assets are distributed and taxed after death.
As a...
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8 Critical Things People Forget to Include in Their Will
As a San Diego estate planning attorney, I've seen firsthand how even carefully drafted wills and trusts can have significant oversights. While most people remember to address major assets like homes and financial accounts, certain important provisions are frequently overlooked. These forgotten elements can create unnecessary stress, conflict, and expenses for your...
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Your Healthcare, Your Decision: A San Diego Estate Planning Attorney Explains Why Planning Ahead Pays Off
We often picture healthcare decisions as something that only comes up in a hospital setting, but the truth is, these choices deserve your attention long before a crisis arises. As a San Diego estate planning attorney, I've seen how advance planning can make a world of difference for both individuals and their...
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When Life’s Storms Strike: A Guide to Protecting Your Estate and Insurance Coverage
As a San Diego trust lawyer, I've seen how storms in life can come in all shapes and sizes—health crises, divorce, or the loss of a loved one. And of course, there are the literal storms: hurricanes, floods, and fires that can damage property and uproot lives. In recent months, you may...
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Myths About Wills and Probate: A San Diego Estate Lawyer Explains What You Need to Know
As a San Diego estate lawyer, one of the most common misconceptions I hear from clients is that having a will means their loved ones can avoid probate. Unfortunately, this isn't the case. Let's dive into why wills and probate go hand in hand, and what this means for your estate planning.
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Navigating the “Autism Cliff”: A San Diego Special Needs Planning Attorney Explains What Parents Need to Know
Families with a child on the autism spectrum often experience a stark change when that child reaches age 18, a transition sometimes referred to as the "autism cliff." Many of the supportive services relied on during childhood, such as specialized education programs, may shift or end altogether in adulthood. This can leave...
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Beyond Marriage Protection: How Pre-Marital Agreements Enhance Your Estate Plan
As an estate planning lawyer in San Diego, I often see couples who view financial agreements made before marriage solely as divorce protection. These agreements are known as prenuptial, ante nuptial or pre-marital agreements. A well-crafted pre-marital can be a powerful estate planning tool that helps protect both spouses and their children,...
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Downsizing with Your Children’s Inheritance in Mind: Advice from a San Diego Elder Lawyer
As an elder lawyer in San Diego, I've noticed a recurring theme when helping families navigate the downsizing process. Parents often struggle to part with possessions because they hope to pass them down to their children. Yet when meeting with adult children after their parents' passing, we frequently hear a different perspective:...
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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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