Category: Estate Planning

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:...

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...

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...

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...

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...

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.