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Virtually every person who is designated to inherit will claim the inheritance when the time comes, whether inheriting from a living trust or from a probate. Who would refuse to claim an inheritance? No effort is required. Only patience. After… READ MORE

If you leave burial instructions in a health care power of attorney, or in a signed writing as part of a living trust, you may avoid unfortunate post-death consequences that cannot be undone. A retired bachelor made a will in… READ MORE

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… READ MORE

Proposition 58 excludes from reassessment transfers of real property between parents and eligible children in San Diego county and in California. “Child” is broadly defined. Property taxes can be kept lower for one’s “family.” It has nothing to do with… READ MORE

Normally parents pass their estate to their children, and if their children die before they die, then to their children’s children (their grandchildren). The property goes down the bloodline to lineal descendants. A quick and efficient way to do this… READ MORE

Many parents create their estate plan, but never speak to their family members about it afterward. While it’s important to create an estate plan, it’s equally important that parents discuss the details of their legal will in San Diego with… READ MORE