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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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.
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Protect Your Life Partner With a California Estate PlanYou don’t have to be married to protect your partner. The right estate planning documents can protect your partner’s financial interests. Learn more here.