Charitable giving is a common feature of many estate plans. In addition to providing for family, individuals may wish to support their favorite charitable organizations or causes by making specific bequests in their will or trust. In some cases, a person may create a charitable lead trust or charitable remainder…
In 1976 the Supreme Court of California recognized that contracts arising from non-marital domestic relationships are enforceable even if they don’t fall within the community property laws governing traditional marriage. This principle extends to cases where one unmarried partner promises to provide for the other in his or her estate…
If you’ve just moved to the San Diego area from another state, it’s a good idea to consult with a California estate planning lawyer to revise your Last Will and Testament. You should do the same if you’re leaving for another state. Every state has its own probate laws that…
Estate planning is more than just signing a last will and testament. It entails making provision for all of your assets through various legal instruments. In many cases, isolated estate planning events take place over a period several years, even decades, so that different laws may be applicable to the…
An important tool of California estate planning is the power of appointment. A person making a will (a testator) can name a donee–the person who will exercise the power of appointment–to dispose of the testator’s property at a future date. For example, John Smith can make a power of appointment…
While the status of same-sex marriage in California remains pending before the United States Supreme Court, domestic partnerships remain a legal option for any two adults–regardless of gender–who wish to register their relationship with the state. California law affords registered domestic partners the same “rights, protections, and benefits” as spouses.…
If during the estate planning process the wellbeing of your furry, four-legged family member is in the forefront of your mind, a pet trust could be your best option. These trusts can provide the peace of mind that the care and costs for Fido are squared away in the event…
The end of 2012 was filled with legislative and fiscal uncertainty. Amid the fiscal cliff discussions loomed year end changes in federal tax laws and the lingering effects of those changes on estate planning for coming years. Specifically, many were concerned about the gift and estate tax exemption expiration, and…
One of the least appreciated benefits of having professional assistance with things like estate planning and long-term finances is having an extra set of eyes watching for irregularities. After all, the world is a busy place, and it is easy to get overwhelmed by confusing paperwork issues. Many people allow…
If you have gone to the gym this week, chances are it was busier than at any other point in the year. It’s the same every January, as the start to the new year comes with a rush of neighbors committed to starting things off right. Losing weight and getting…