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Property taxes. Grandchildren defined.

Proposition 193 excludes from reassessment transfers of real property between parents and eligible grandchildren. Though a living trust is not required, your living trust attorney can advise on the application of the law and apply for its benefits. An eligible “grandchild” for purposes of Proposition 193 is any child of the parents who qualifies as […]

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Common Mistakes Made with Living Trusts

A well-prepared and funded living trust provides numerous benefits to the estate as well as the heirs of that estate. From avoiding court interferences to protecting one’s assets during incapacitation, a trust is a treasured document to consider when creating an estate plan. However, estate planning trusts in San Diego are not without their faults. […]

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What Happens to an Estate after a Person Dies?

After death, the process of estate administration begins. During the administration phase, the individual’s assets are collected, creditors are paid, and the rest of the estate’s assets are distributed to beneficiaries in accordance with the estate plan. Probate assets are those that the testator owned that were in his or her name at the time […]

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How Much Maintenance Does an Estate Plan Need?

Consumers service their vehicle at regular intervals, and they go to annual physicals to examine their health. However, most skip over the importance of routine maintenance on their estate plan. Just like health and vehicles, estate plans require routine maintenance. If one wants to get the most out of an estate plan, they should take […]

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Attorney Estate Planning in San Diego

Should a Consumer Trust an Online Trust? Online services help consumers do everything from open a bank account to buy a house and plan their estate. While these do-it-yourself services are cost-saving, an online trust established by these DIY sites may lack legal particulars. Instead, a consumer is better off working with an attorney in […]

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Legal Will San Diego

What Makes a Will Valid? A legal will in San Diego is one that will pass through probate without many issues. However, it is the executor’s job when executing the will to ensure that it is legal and valid in the state. During probate, the final word of the will’s validity is determined by the […]

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Estate Planning services San Diego

Grounds for Challenging a Will A will contest is less common than consumers may think. By some estimates, 99 percent of estate plans will go through probate without a contest or question. However, when an estate plan does not meet legal requirements, or the maker had a questionable mental capacity, the family members of the […]

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