Navigating Global Ties: San Diego Estate Planning for Individuals with International Connections

In our increasingly globalized world, more people find themselves being citizens in one country while owning property in another, being temporary or ‘permanent’ residents in California, calling San Diego home while living abroad or holding dual citizenship. Our growing international connections bring unique challenges in estate planning, particularly when it comes to navigating...
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San Diego Will and Trust Attorney on Preparing for Life’s Surprises: Estate Planning for the Unexpected

Life is full of surprises, and while we can't predict every turn, we can prepare for the unexpected. Whether it's sudden incapacitation or an unforeseen financial shift, having a comprehensive estate plan can provide much-needed peace of mind. As experienced Will and Trust Lawyers centrally located in Mission Valley, we understand the importance...
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Power to Appoint or Disappoint

The Pros and Cons of Powers of Appointment An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. Not to be confused with a power of attorney (the document that allows you to delegate certain powers to an agent to act on your behalf while you are...
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Spring Cleaning

With all of the crazy things happening in the world right now, I am doing my best to look around and appreciate that we have moved into spring. The flowers on the hills and along the freeway entrance and exit ramps are almost a good excuse to go out and come back to...
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Make Your Medical Wishes Known for National Healthcare Decisions Day

National Healthcare Decisions Day is on April 16th, and it’s an important reminder for every San Diegan to begin having difficult conversations with loved ones about their most private wishes for medical and end-of-life care. Far too many people assume that their families would make the choices they would want in an...
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Don’t let the life insurance that covers your spouse or parent get away!

Do you know what life insurance policies cover your spouse or parent? Few of us can remember like an elephant. Many years ago, when someone came to our firm for help after their spouse or family member died, we would follow procedures offered by a large life insurance database to check and see whether...
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