Retirement and California Living
California has become a popular retirement destination, attracting retirees from all over the country. And, why not! From its beautiful Pacific Coast beaches and world-renowned vineyards to some of the prettiest mountains in the world and mild climate, California’s communities like San Diego are great places to call your new home.
- The role of life insurance in estate planning DetailsBy incorporating life insurance into your estate plan you create a safety net that can help preserve your wealth and legacy for future generations.
- What percentage of people have a Living Trust? DetailsLiving trusts, which provide a more flexible and efficient means of managing assets, have gained popularity in California.
- Estate Planning for Millionaires DetailsBy creating a solid plan that includes a living trust, you can protect your assets, heirs, and investments while being prepared for whatever the future may hold.
- State Farm vs. California Homeowners DetailsState Farm Insurance recently announced that it would no longer be accepting applications for homeowners’ insurance in California due to the growing risk of wildfires. How could this have an effect on your estate planning?
- San Diego is for seniors DetailsMany seniors decide it’s time to relocate after retiring. San Diego has become a popular choice. With an average temperature of 70 degrees plus a wide variety of cultural and recreational events, does it come as any surprise!
- COVID vaccines are available for senior citizens in San Diego, CA DetailsSenior residents in San Diego 65+ are now eligible to get one of the three authorized COVID vaccines from their doctor, local pharmacies, and community clinics as well as other healthcare providers.
- Socially distant activities for San Diego seniors DetailsThe COVID-19 pandemic has made life very lonely and isolating for many, but especially for seniors who are at an increased risk for developing a serious illness if exposed to the virus.
- Why do we love San Diego DetailsGreat weather 365 days of the year, fabulous Pacific Coast Beaches, a diverse food scene, and some of the best craft breweries in the US…
- The benefits of retiring after 65 DetailsPeople are living longer and 65 is no longer considered the cutoff age for retirement. Many people are choosing to retire after 65 or not at all…
- Reasons to retire in San Diego DetailsIf you’re thinking about relocating after you retire, consider San Diego. Besides the near-perfect climate, San Diego has so much more to offer, including a wide variety to retirement communities …
- Signs that you won’t run out of money in retirement DetailsYou shouldn’t be losing sleep worrying if you’re going to outlive your retirement savings. Having a retirement income plan in place will significantly reduce the risk of this occurring…
- Intestate Succession Order in California DetailsIf you die without a will you die “intestate”. Here is what that means in California…
- How much does it cost to die in California? DetailsThe average cost of a funeral has increased by nearly 40% over that past decade, making funerals one of the most expensive purchases made by consumers. But, the cost of dying is about more than just funeral costs…
- Fun group activities for seniors DetailsThe 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 . .
- Retirement communities in San Diego DetailsNorth San Diego County is home to many active adult communities that offer variety of amenities for retirees . . .
- Live longer in San Diego DetailsThe 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 . . .
- Who will dispose of your remains DetailsWhen 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 . . .
- This is the year that you get a living trust Details2019 is just around the corner, so we’re all going to start thinking about our New Year’s resolutions. A living trust ensures that your estate will be distributed according to your instructions, protects your family from having to go through probate…
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.