Estate plan updates are important if you want your life’s work to be distributed as you truly wish. Failing to update your estate planning documents could result in some heirs being omitted. The legal term for that occurrence is omitted (or pretermitted) heirs. In that case, these heirs could be receiving less than you wanted […]
read moreIt’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 moreThe common law provides you testamentary freedom to dispose of your property as you see fit. Still, your testamentary freedom doesn’t exclude the possibility of a disgruntled relative contesting your last wishes. If you expect some family members to be dissatisfied with their inheritance, it’s best to take preemptive action and make the will as […]
read moreA 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 moreWills and trusts are means to ensure your wishes are followed when you are incapacitated to speak for yourself or when you are no longer here. You may think that a lawyer serves only to draft and manage legal documents, appear in court and navigate legal procedures, etc. In fact, a trust lawyer San Diego […]
read moreThe 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, […]
read moreHere 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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