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What should be included in an advance directive?

Thinking about your health is something you should do not only when you get sick, but beforehand. Most people do not like to think about what would happen if they were unable to make decisions for themselves, but it is good to prepare in advance. Preparing a California advanced healthcare directive means proactively thinking about […]

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Questions to Ask a Lawyer about Wills

A will is a legal document that consists of instructions concerning the distribution of assets left by a testator (a person who makes the will). Here is a list of the most important questions to ask a lawyer about wills. The following information are merely guidelines – only an expert San Diego probate attorney can […]

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Living Trust Benefits – Protect Your Loved Ones

Throughout life, we do everything we can to stay safe, provided and happy. We are restlessly trying to protect what we’ve built, and doing our best to use our assets carefully and cleverly. At some point, the time will come when we won’t need any of our earthly possessions anymore – however, our loved ones […]

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Estate Planning for Your 18 Year Old

For most parents (and their 18 year-old children), estate planning isn’t something they are thinking about.  Many parents think that because their child does not have anything of value yet or may not have children of their own, that these children do not need an estate plan. However, once your child turns 18, they are […]

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Will Vs. Power of Attorney for Finances

Many people are unsure about the relationship between a will and a durable power of attorney for finances. However, as you’ll see in this text, the situation is not so much “will vs. power of attorney for finances”, but “will and power of attorney for finances”. You don’t have to choose between these two documents. […]

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Disclaiming vs. Assigning Inheritance: Explained by San Diego Trust Lawyer

In some situations, heirs may want to transfer their inheritance rights. What circumstances make such a move wise? How can you transfer your rights and what are the different ways to do it? A seasoned San Diego trust lawyer goes into details. Still, remember that a personal consultation is the best way to get information […]

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San Diego Trust Attorney Explains: Omitted vs. Disinherited Heirs

Estate plan updates are important if you want your life’s work to be distributed as you truly wish. Failing to update your estate planning documents could result in some heirs being omitted. The legal term for that occurrence is omitted (or pretermitted) heirs. In that case, these heirs could be receiving less than you wanted […]

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Update Your Estate Plan in San Diego: Reasons & Guidelines

It’s very commendable if you have an estate plan. Many fail to be so proactive. But, when was the last time you had an estate plan update in San Diego? Can’t remember? Don’t see why you should? Read on to find out why it’s important to revisit your plans. What estate plans are If you […]

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How to Protect Your Will From Being Contested

The common law provides you testamentary freedom to dispose of your property as you see fit. Still, your testamentary freedom doesn’t exclude the possibility of a disgruntled relative contesting your last wishes. If you expect some family members to be dissatisfied with their inheritance, it’s best to take preemptive action and make the will as […]

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