There are many people in San Diego that want to support the charities and causes they care about. If you want to leave a legacy after you pass away and want to give money, property, or other assets to charitable organizations, you need to have an estate plan which includes…
San Diego Estate Planning Lawyer Blog
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…
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.…
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…
Probate: Same Sex Spouses
In San Diego, many opposite sex and same sex couples have been married since the week of June 16, 2008. The California Supreme Court has issued a Writ of Mandamus to the California State Officials to not deny the issuance of marriage license based upon the sex of the betrothed.…
Parents of high school graduates in San Diego – is your child now 18?
If your child is now 18, there is valuable information for you and your now “adult” child available for free. There is a publication entitled “When You Become 18: A Survival guide for Teenagers” published by The State Bar of California. This pamphlet can be ordered in print form or…
Wills: Same Sex Spouses
In California, the law regarding limitations on marriage to members of the opposite sex changed and now spouses of both same sex and opposite sex can have wills which are recognized in exactly the same manner under the laws in San Diego and throughout Southern and Northern California. A will…
San Diego: Same Sex Estate Planning
In San Diego, the law changed on June 16, 2008 in regards to marriage ceremony and the issuing of State of California marriage licenses to same sex couples. The law which applied to opposite sex couples is unchanged. In San Diego, both same sex and opposite sex couples will go…
San Diego: Pet Protection: Will or Trust?
San Diegans, have you provided for your pet in your will or trust? Our firm can assist and please feel free to e mail us. Please review our article regarding pets on our website. You may remember last year when hotel and real estate magnate Leona Hemsley died, leaving 12…
San Diego: Help for Families Dealing with Dementia or Alzheimer’s
In San Diego and elsewhere, more and more Americans are suffering from Alzheimer’s, dementia, or other diseases that cause them to become unable to take care of themselves. It is estimated that 1 in 7 Americans over the age of 70 suffer from some sort of dementia. We are all…