Virtually all living trusts direct the trustee to pay the debts at death. People do not wish to die leaving their bills unpaid. Some are even concerned about timely payment. They don’t realize that creditors back off when there is… 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

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… READ MORE

Consumers and professionals prefer the use of a revocable living trust in San Diego instead of a traditional will. There are numerous benefits to creating a trust over the living will as the primary estate document too. For those that… 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

Three Things to Consider When Hiring Estate Planning Services in San Diego Many believe that estate planning services in San Diego are only for the wealthy; therefore, they assume that they do not need an estate plan. An estate plan… READ MORE

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… READ MORE

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.… READ MORE

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… READ MORE

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… READ MORE