Tag: living trusts

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 […]

read more

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 […]

read more

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 […]

read more

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. […]

read more