Whenever you're dealing with the loss of a loved one, one of the most difficult aspects of that can be inheritance disputes. When the family has such a dispute, it can make grieving and moving on that much harder; not to mention harm existing relationships among the...
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Three common mistakes that can derail your estate plan
You may think have a well-rounded estate plan that includes a will and a trust, along with other common estate planning documents. However, it is important not to make mistakes after these documents are drafted that could make them defunct. The following are three...
Probate litigation isn’t just about family feuds
Many times, the estate or trust of a former San Diego resident can get embroiled in probate or trust litigation because of disgruntled relatives. Litigation is possible, for example, when some family members feel like they were treated unfairly in the distribution....
Should you leave money to the guardian of your children?
As part of your estate planning,in getting every detail complete in your will, you make sure that you and your spouse name the right person as the legal guardian of your minor children. You talk it over with prospective candidates, look at their lifestyles, values and...
Did your loved one lack testamentary capacity?
A lot of estate plans either pass through the probate process without issue, or they skip the process altogether. But sometimes complicated issues arise in the probate process that can have significant implications for those involved. This is especially true when the...
Responsibilities of a personal representative
When a person passes away, his or her personal representative is responsible for settling their estate. One of the most important first steps for the personal representative to take is to find all of the deceased person’s estate planning documents and supporting...
What are some LGBTQ+ estate planning tips?
The LGBTQ+ community has many unique issues to deal with, and estate planning is no different. This is because a large number of LGBTQ+ families are unmarried and have kids where one parent is not the biological parent. And, with these issues come estate planning...
Charitable giving as an estate planning tool
Estate planning can be an emotional process for a San Diego resident. As they assess and inventory their assets and wealth, they may have to make difficult decisions about how and to whom they wish to pass on their possessions. Ensuring that an individual's...
California probate and removing the personal representative
When a person dies in California, a fundamental part of the probate process will be having a personal representative to adhere to the decedent’s wishes. The personal representative is also referred to as an executor, among other terms. This is a role with significant...
Estate Planning in Blended Families
On its face, estate planning might seem relatively simple. That’s why so many people put it off for a long time, sometimes never creating an estate plan. This is especially true in situations where an individual simply wants to pass down their assets to their spouse...
