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October 2015 Archives

What are some common tools for planning estates?

Whether you have millions of dollars in assets or a modest estate that includes the family home, some common estate planning tools are relevant in most cases. Some of the estate planning tools you might want to think about include wills, powers of attorney, trusts, living wills, Health Insurance Portability and Accountability Act releases and life insurance.

How important is choosing the right trustee?

Over the past month or two, we've talked a lot about trusts and other estate issues. We recently discussed how important it is to ensure your estate documents convey your wishes, but when you're gone, how to do you ensure those wishes are actually carried out? While the law provides some assurance for that, you can increase the chances your legacy is honored by selecting the right trustees. But what, exactly, is a trustee?

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Suzanne P. Nicholl
6165 Greenwich Dr.
Suite 340
San Diego, CA 92122
Phone: 619-894-8552
Fax: 858-373-5556
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