It's tempting to put off estate planning and asset protection when your to-do list is a mile long, but failing to prepare for retirement, potential disability, or what happens after your death can have disastrous consequences. Refer to our blog to learn how San Diego Legacy Law can help you take control of your future.
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Estate Planning Issues for California Domestic PartnersIn California, the answer depends on whether you are domestic partners or “registered domestic partners” with the State of California.
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How Can You Put a Value on a Stay-at-Home Parent?A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared.
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Can You Use an Electronic Will in California?Technology is advancing at rapid speeds, but the courts aren't quite ready to accept eSignature on EVERY document. California Wills still require a signature.
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Estate Planning Considerations for Age Gap CouplesThe number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Equal Love but Different Needs - Parenting When You Are GoneHow do you financially plan for your children's future in the event you are not around?
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Estate Planning and Mental Health IssuesThere is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy.
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Are Family Limited Partnerships under Attack?A popular and powerful estate planning tool, the Family Limited Partnership, may be under attack by the Biden administration.
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What is a Financial Power of Attorney and Why Do I Need One?A power of attorney is a legal document that grants the holder (called the agent) legal authority to act on behalf of another person (called the principal).
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How Remarriage Affects Your California Estate Planning?You and your spouse likely signed several estate planning documents together, or for the benefit of each other and your family. Now it's time to untangle those.
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Trust and Estate Administration: Who Goes to the Meetings?Being named as the executor or personal representative can be overwhelming. You are now in charge of carrying out the decedent's wishes...legally.