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March 2016 Archives

Don't consider a conservatorship or guardianship alone

A few weeks ago, we discussed how adult children -- or anyone in a family setting -- might approach uncomfortable topics related to an aging relative's inability to care for himself or herself. We noted in that post that guardianships or conservatorships might be an answer, but we know that these types of legal relationships can seem daunting.

Broach financial topics without sparking family disputes

For many people, an important step in the estate planning process is talking to family members about financial situations and what the plans for the future are. Money can be a volatile topic no matter how much you have, and many people are nervous to broach such topics out of fear that it will spark debates and infighting. The truth is, however, your heirs and beneficiaries are going to find out about these things sooner or later, and by informing them yourself you can often provide reasons for your decisions that make family members more likely to accept the outcome of your estate plans.

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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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