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Articles Posted in LIVING TRUSTS

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How Will the Presidential Election Affect the Federal Estate Tax Exemption for Citizens of San Diego?

In San Diego the cost of housing is one of the highest in the nation. For many of us, our home is the primary asset in our estate. One of the issues in the upcoming presidential campaign is the repeal or modification of the federal estate tax exemption. The outcome…

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North San Diego County – Have you designated a guardian for your minor children?

Unfortunately, it occasionally happens that both parents of a minor child die in a common event or accident. If both parents die without an estate plan, a probate judge will have to appoint a guardian. A guardian is responsible for taking care of their “ward” until the child turns 18.…

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Who Gets Grandma’s Ring in Rancho Sante Fe?

Estates are comprised of many different assets including homes, bank accounts [Bank of America, Union Bank and others], life insurance [Farmers, State Farm and others], and personal property such as jewelry, artwork, cars, and boats. Sometimes what causes the most squabbles among family members after a death is not the…

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