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If you own commercial property, you've likely spent years building and managing your real estate investments. As a San Diego estate will and trust lawyer, I've guided many property owners through the complex process of including these valuable assets in their estate plans. The truth is, passing down commercial property requires...

As a San Diego estate planning lawyer, I often find that people associate powers of attorney only with end-of-life planning. However, limited powers of attorney (POAs) can be incredibly useful tools for managing specific tasks in your day-to-day life. Think of them as delegating authority for a particular purpose, rather than...

You've spent a lifetime building your legacy, but now you're tossing and turning at night, worried about how your heirs might handle it. As a San Diego estate and elder care lawyer, I've sat across the desk from countless clients who share these concerns. They wonder: Will my wishes be respected?...

As a San Diego Will and Trust Lawyer, I've seen firsthand the consequences of inadequate estate planning. Many parents, regardless of age, overlook crucial aspects of securing their family's future. Whether you're a new parent, think you're too young for estate planning, or haven't updated your documents in years, this post...

As we recover from the election season, it's natural to focus on how government policies might affect our families and finances. However, as any experienced estate planning lawyer will tell you, there's a crucial aspect of your family's future that remains constant regardless of who's in office: the need for a...

As a San Diego Trust Lawyer, I often encounter questions about different types of property documents. Two that frequently come up are documents for transferring property ownership and those used in lending situations. Let's explore these important legal instruments and how they might impact your property rights.

When a loved one passes away, settling their estate can be a complex process, especially if you're not familiar with their financial affairs. As a San Diego probate lawyer, I often hear concerns from family members worried about missing assets or incomplete information. Let's address these common worries and explore what...

As a San Diego inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family's wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable to creditors or unnecessarily inflate your taxable estate. Let's explore how an ILIT...

Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you're in San Diego or elsewhere, these new regulations could significantly impact your inheritance. As a San Diego estate planning lawyer, I'll break down the...

Even iconic artists like Prince can encounter estate planning challenges. As a devoted fan of many musical legends, I was surprised as an San Diego trust lawyer to learn that Prince passed away without a trust or will. Sadly, the resulting legal battles within his estate continue to make headlines. Let's...