For many young parents, it is easy to think of estate planning as something they can worry about much later in life. However, life is unpredictable. What if something unexpected happens? Imagine the stress of navigating your own challenges and also worrying about how...
San Diego Probate & Estate Administration Law Blog
Is gatekeeping a sign of undue influence on the elderly?
You always had a close relationship with your grandmother – until your uncle moved into her home to serve as her caregiver. Suddenly, you find that you’re increasingly less welcome to visit – if not outright discouraged based on the idea that your visits are a strain...
It’s time to address your digital assets
Nowadays, almost every teenager and adult in the U.S. has cultivated a substantial digital footprint, ranging from online bank accounts and social media profiles to digital currencies and personal content stored in cloud services. As such, incorporating digital assets...
How does a revocable living trust work?
A revocable living trust is popular with many people making their estate plans due to its flexibility. This kind of trust allows you to transfer your assets to the trust during your lifetime. However, you still retain legal ownership of the trust assets. Revocable...
3 tips for asking someone to be your executor
You have taken into account the non-negotiable qualities you would like your executor to possess and have identified the most suitable person(s). So, how do you start the conversation? Being an executor is a complex job. Even if your chosen party is not familiar with...
Estate planning tips for single people
Are you under the assumption you don't need an estate plan? If you are single or don't have many assets, this impression may seem logical. However, single individuals also need to take steps to ensure their wishes are carried out and their assets are protected in the...
Creating a trust with a guardianship
If you’re making an estate plan as a relatively young parent, you may be interested in setting up a guardianship for your child. You know that you could pass away unexpectedly, but your child needs care and assistance, at least until they are 18. By choosing a...
Are you worried about leaving someone a lump sum in your estate?
Your estate plan should cover what happens to your assets when you die. Yet, you might have concerns about leaving assets to a particular person. You might be unsure if they are ready to handle it, and having worked hard to build this wealth, you don't want them to...
Administering a will: How much does probate cost in California?
If you’ve worked hard your entire life and accumulated wealth, you most likely want to leave as much of it as possible to the people you love. It’s for this reason that people create wills and trusts. Done right, a solid estate plan can eliminate the guesswork and...
4 factors to consider when choosing a health care agent
When drafting an estate plan, you need to name a party who will make medical decisions on your behalf (a health care agent) if you become incapacitated. An advance directive for health care (sometimes called a living will) allows you to list your medical wishes, such...