Helpful articles about trusts, estate planning, retirement, and more
Having a will is family protection — saving your loved ones from having to make very difficult decisions concerning end-of-life care and asset distribution . . .
The distribution of an intestate estate is very complicated and can be avoided by creating a will or living trust . . .
When a person does not leave written instructions as to disposition of remains, California law (Health and Safety Code. Sec. 7100) sets out the order of decision-makers . . .
While it’s important to establish a living trust, you can run into complications and problems that can interfere with or even invalidate the transfer of your assets . . .
Everyone over the age of 18 should have established some type of estate plan. Which plan is the best for you individual needs depends upon a number of factors . . .
A Qualified Personal Residence Trust (QPRT) allows you to remove your residence from your taxable estate while giving you the right to use it for the retained income period of the trust. However, there are several negative aspects to this type of trust . . .
Setting up a transfer on death (TOD) deed is one of the easiest ways to arrange for the transfer of real estate after death . . .
The San Diego Metro Area is one of the nation’s top-ranked areas for long life expectancy with a life expectancy of 80.7 years vs. the national life expectancy average of 78 years . . .
The estate planning process for high net worth individuals involves managing wealth and asset protection in order to transfer wealth to future generations . .
North San Diego County is home to many active adult communities that offer variety of amenities for retirees . . .
The many senior centers in the San Diego area offer the best in group activities for senior citizens to help keep the mind, body, and spirit active and engaged . .
If you should die without making a will in the state of California, your assets will go to your closest relatives under the laws of intestate succession . . .
Next-of-kin relationships become important under the state of California’s laws of intestate succession when it comes to determining your “heir(s) at law” if you die without a will in place. . .
If you’re widowed, divorced, or unmarried, setting up a living trust can help to reduce the anxiety and stress of not knowing what’s going to happen to your assets when you die. . .
An estate planning attorney provides advice and guidance when it comes to choosing the right estate planning option for maintaining your estate after your death or if you should become incapcitated. . .
Lack of communication seems to be the major problem that wealthy families have in preparing succeeding generations on how to handle inheriting significant wealth. . .
Developing strategies for preserving your wealth and keeping it in your family after death should be part of any successful estate planning that you’re considering. . .