The Settlor: Unsung Hero of Estate Planning – A San Diego Trust Lawyer’s Perspective
Imagine you're at a family reunion, and your eccentric Uncle Bob starts talking about how he's become a "Settlor." Your cousin Sarah rolls her eyes, assuming it's just another one of Bob's quirky hobbies. She half expects that Uncle Bob bought a wooden covered wagon and farming or prospecting equipment. She...
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Grandparents and Estate Planning: How a San Diego Estate Planning Lawyer Can Help You Protect Your Grandchildren’s Future
As a grandparent, you've probably spent countless hours doting on your grandchildren, showering them with love, and creating precious memories. But have you considered how you can continue to support and protect them long after you're gone? As a San Diego estate planning lawyer, I've seen firsthand how grandparents can play...
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AI Wrote My Will… And Now My Family’s in Chaos: A San Diego Estate Planning Lawyer’s Cautionary Tale
Picture this: You're scrolling through social media when an ad pops up. "AI Can Write Your Will in Minutes!" it proclaims. You think, "Perfect! If AI can pass the bar exam, surely it can handle my simple will, right?"
Not so fast, my tech-savvy friend.
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Buy-Sell Agreements: The Unsung Hero of Business Planning
You've poured your heart and soul into your business, but have you considered what would happen if you or your partner suddenly couldn't continue? As a San Diego Planning Attorney, I've seen too many thriving businesses falter when faced with unexpected transitions. That's where a buy-sell agreement comes in - it's...
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The Dynamic Duo of Your Financial Future: How San Diego Estate Planning Lawyers and Financial Advisors Collaborate
When you decide it's time to get serious about your future, you might be surprised to learn that you need not one, but two professionals in your corner: an estate planning lawyer and a financial advisor. Many people assume these roles are interchangeable or that one professional can handle it all. Spoiler alert:...
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Family Feud: Estate Planning Edition – How to Prevent Your Kids from Fighting Over Your Care in San Diego County
Have you ever caught yourself thinking, "My children love me, but when it comes to my future care, I know they will probably each look at things very differently. Fighting about it, will split our family” You're not alone. As a San Diego County will and trust lawyer, I've seen countless parents grapple...
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Expect the Unexpected: A San Diego Special Needs Lawyer’s Guide to Contingency Planning
As parents of children or adults with special needs, we often find ourselves lost in thought about their future. We picture a world where they're safe, happy, and well-cared for, even when we're no longer around to guide them. But here's a hard truth that many of us have faced: sometimes, despite our...
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What to Know When Including Raw Land in Your Estate Plan: Advice from a San Diego Estate Lawyer
Owning a piece of undeveloped land can be an exciting investment, full of potential and possibilities. However, when it comes to including this asset in your estate plan, there are unique considerations to keep in mind. As a San Diego estate lawyer, I often work with clients to ensure their raw land is...
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San Diego Estate Lawyer: Should Your Healthcare Agent and Power of Attorney Be the Same Person?
In the hustle and bustle of our daily lives, it's easy to put off estate planning. But as a San Diego estate lawyer, I can't stress enough how crucial it is to have your affairs in order, especially when it comes to healthcare decisions and financial management.Two key roles in your estate...
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San Diego Estate Planning: Protecting Your Children When You’re Their Only Parent
As a single parent, your plate is already full. You're juggling work, childcare, school activities, and hoping to find enough "me time" to keep from dropping everything. It's understandable that estate planning might not be at the top of your to-do list.But let's face it: one of the biggest worries for single...
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