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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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.
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What is HEMS and Should it Be in My Trust?HEMS is simply an acronym for "health, education, maintenance, or support." It is oftentimes included in trust provisions to protect against taxes.
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How Estate Planning Strategies Could Be Impacted by Election OutcomeMany people benefit from estate planning tax benefits, such as the estate and gift tax exemption limit and the step-up in basis, but that all can change.
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Who Should I Name as My Power of Attorney?Are you ready to name a power of attorney? Learn about California’s requirements and other factors to consider when naming a power of attorney.
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How Does an Advance Healthcare Directive Protect You?Your estate plan should include an advance healthcare directive. Learn why it’s so important and how an experienced lawyer can make sure yours is done right.
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Different Types of Trusts to Consider in CaliforniaTrusts can be designed to accomplish many different estate planning goals. Learn about some of your options in California and how a lawyer can help you choose.
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What You Need to Do to Change a California WillIs there something about your existing will that you want to change? Learn how an estate planning lawyer can help you create a codicil or new will.