Blog

If you're a new doctor building your practice or a seasoned physician branching out on your own, it's time to give serious thought to asset protection planning. Did you know that doctors are among the top professionals targeted in lawsuits? It's not a matter of "if" but "when" you might face a claim....

Finding love later in life is a beautiful thing. But sometimes, the realities of life and past decisions can throw a wrench into the fairy tale. A common scenario I encounter as an San Diego estate lawyer involves couples where one spouse moves into a home owned the other's adult children.It's a...

Starting the IVF process opens a world of excitement and hope for many couples. Amidst the anticipation, a sometimes uncomfortable reality emerges: what happens to the remaining embryos, if one or both parents die? What about unfertilized eggs or frozen sperm? This issue has become prominent enough that California enacted default rules (California...

While the idea of a "prenup" is well-known, postnuptial agreements are often overlooked. These agreements, signed after marriage, can be a vital part of your San Diego estate and asset protection plan. They provide clarity and protection, particularly as your life and circumstances change and new threats to your nest egg come to light.What...

Many Americans unknowingly own mineral rights, or have the potential to inherit them. These rights encompass resources like oil, gas, precious metals, and more. Even if you don't live in a traditionally "mineral-rich" area, these rights can be passed down through generations, creating a surprise windfall, or posing a complex estate planning challenge.

Sadly, family feuds are more common than we'd like to admit. If you're remarried and your adult children don't get along with your new spouse, it's natural to worry about potential conflicts during a time when support should be the priority. These tensions can become incredibly stressful and even more so when a...

Being named a trustee is an important responsibility, but sometimes life throws unexpected situations your way. When a loved one is hospitalized and you have to step into the trustee role, you might feel overwhelmed and uncertain about what lies ahead. Here's a guide on how to navigate your new responsibilities and ensure...

Incorporating stocks and other investments into your estate plan requires careful consideration to ensure your hard-earned assets are transferred smoothly to your loved ones. There are several ways to pass down your stocks, each with its own advantages and potential tax implications.Methods for Stock Transfer One common method is to include specific stocks or...

Hospice care offers comfort and support during a terminal illness, focusing on quality of life rather than curative treatment. Hospice care does not prevent you from getting otherwise covered treatments for conditions not related to your terminal illness. While it’s often associated with end-of-life situations, a hospice stay can last for months or...

As a parent, you want nothing more than for your children to get along. But the reality is, sibling relationships can be complex and sometimes fraught with disagreements. When planning your estate, facing the prospect of your children arguing about your legacy is incredibly stressful. Rest assured, there are ways to structure your...