Category: Estate Planning

Trust Attorney San Diego Explains: How Do Wills and Trusts Work Together?

A will and a living trust do not exclude each other. Both of these options have their merits and serve a purpose in preserving wealth and ensuring your estate is distributed as you like after you pass away. We have already written about the difference between wills and trusts, but in this post we will […]

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How to Prepare Your Executor

The point of estate planning is to ensure that after you die, your assets are distributed according to your wishes and as smoothly as possible. You may think that establishing and funding a trust and composing a will is all you have to do. Completing those tasks is definitely the core of your estate planning, […]

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Should You Have an Unpaid or Paid Executor? Or Both?

Living trusts are the best way to preserve your estate. If you haven’t set up a trust or you haven’t funded it fully or properly, the estate will inevitably go through probate. Having an unpaid executor for your will leaves more money to be distributed among the beneficiaries of the estate, but it can complicate […]

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Ask An Estate Planning Attorney San Diego: How to Choose Your Executor

Here are some major guidelines on choosing the best candidate for the executor of your will. For any case-specific details, don’t hesitate to contact our estate planning attorney San Diego office for a free 30-minute consultation to get answers for all your questions. We have already written about choosing your healthcare agent in another post. […]

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Who To Name Your Agent in Durable Power of Attorney for Healthcare?

Naming your health care agent is a vital decision when making your durable power of attorney for healthcare. There are many things you should bear in mind when drafting durable POA for healthcare. We have also written about the differences between POA for health care and living will.  In this post, we will provide some […]

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Durable Power of Attorney for Healthcare: What You Should Note

Here are some of the most frequent questions and dilemmas individuals have when it comes to durable power of attorney for healthcare. If your question is not addressed here, remember that you can always consult an experienced estate attorney at the Law Offices of Irina Sherbak. Contact us and book your 30-minute case review – […]

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Durable Power of Attorney for Healthcare vs. Living Will

A Durable power of attorney for healthcare is a very useful document, but so is the living will. Do you need both? What do they cover exactly? These matters can get extremely confusing once you delve into the subject. You would do best to contact an experienced estate attorney to address all your concerns and […]

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