As an adult in California, you need an estate plan. In fact, adults anywhere and of any age can benefit from creating plans no matter their family dynamics or financial situations. These instructions can prove immensely useful to family members when the time comes to...
lauren.king@thomsonreuters.com
Do you need a referral for an estate planning client?
As a San Diego attorney, you likely have a lot on your plate. Staying busy is certainly not a bad aspect of your professional life, and in some cases, you may find yourself unable to take on new clients. Because you pride yourself on running a helpful and reliable...
Addressing your loved one during probate
After the death of a loved one, surviving family members and other people that were close the the person need time to grieve and otherwise emotionally process the event. However, other actions also need taking in order to ensure that the executor or other party in...
Providing for your companion with a pet trust
If you love your pets, you may be heartbroken to learn how many animals end up in shelters or worse after their owners pass away. Sometimes, these owners have even left a plan in the form of a will or simply passing the animal along to someone they trusted. However,...
Will mistakes could undermine your estate planning efforts
California readers understand the importance of planning ahead and laying the foundation for a strong future through a solid estate plan. However, even the best efforts and intentions can come up short when there are mistakes and issues with an estate plan. If you...
Will your children fight over their inheritances?
As your children grew, you may have marveled at how differently their personalities and interests developed. As much as you wanted to treat them all the same, you soon found this was not possible. Certainly, you loved them equally, but some needed constant reassurance...
Is a will enough?
If you are preparing to go through the estate planning process, you may be wondering what you actually need to create a solid estate plan that will fit your goals. A will keeps coming to mind, but is it enough? Will it, on its own, offer the protections you want for...
Your property and the probate process
As you begin to consider the process of estate planning, you may feel overwhelmed with the options available and the ramifications of choosing each. One matter that may reoccur in your discussions with advisors is probate. While probate is a necessary process for...
Best Place to Store Estate Planning Documents
After overcoming the personal reasons that held you back from making an estate plan, you took the plunge, met with a skilled attorney and developed a plan that provides for your loved ones and gives you some peace of mind. The question you have now is what to do with...
What type of end-of-life care will you prefer?
As you age, you -- like many other individuals -- may have come to terms with the fact that you will one day die. While this thought may not fill you with joy, it may also no longer fill you with dread or fear. As a result, you may feel ready to address the...
