San Diego California Estate Planning Attorney

ANSWERING COMMON ESTATE PLANNING QUESTIONS

Leann Poston - September 20, 2021 - Estate Planning

Would it surprise you to learn that the percentage of people aged fifty-five and older who have created estate planning documents has dropped from 60 percent in 2019 to 44 percent in 2021? That is what Caring.com discovered in their 2021 Wills and Estate Planning Study. So while drafting your Last Will and Testament and […]

Read More
Biden New Estate Planning Tax

The Biden Administration is talking about basis, here’s what you should know.

Leann Poston - September 13, 2021 - Estate Planning

The Biden administration has been exploring the idea of eliminating the step-up in basis rule or at least modifying it. The American Families Plan Fact Sheet says that: “The President would eliminate the loophole that allows the wealthiest Americans to entirely escape tax on their wealth by passing it down to heirs. Today, our tax […]

Read More
CAN A PERSON WITH A DISABILITY SERVE AS A FIDUCIARY

CAN A PERSON WITH A DISABILITY SERVE AS A FIDUCIARY

Gabriel Katzner - August 26, 2021 - Estate Planning

An estate plan is a comprehensive plan that expresses your wishes regarding your legal, medical, and financial affairs if you are incapacitated or upon your death. The person or entity you choose as your executor or trustee must be able to step in to make decisions for you. This person must be someone you trust […]

Read More
SUCCESSOR TRUSTEE COMMON MISTAKES

NAMING YOUR SUCCESSOR TRUSTEE: FIVE COMMON MISTAKES AND HOW TO PREVENT THEM

Gabriel Katzner - August 16, 2021 - Estate Planning

A trust is a written agreement between a grantor, the person who establishes the trust, and the trustee appointed to manage and administer it. In a revocable living trust, the grantor will typically also serve as the initial trustee. A grantor will name a successor trustee to manage the trust when they can no longer […]

Read More
ONBOARDING FOR A NEW JOB

Onboarding for a new job?

Gabriel Katzner - August 9, 2021 - Estate Planning

Congratulations! If you’re reading this, you’re probably starting or have recently started a new job. The onboarding process can be intimidating, especially when it comes to reviewing employee benefits and your options. As human resources sends you form after form, it is critical that you carefully review them to ensure that your choices reflect your […]

Read More
CHILD BORN OUTSIDE A MARRIAGE

THE RIGHTS OF A CHILD BORN OUTSIDE A MARRIAGE

Gabriel Katzner - August 2, 2021 - Estate Planning

Children are born inside and outside of marriage every day. Historically, both society and the law treated a child born outside a marriage unfairly. They had no right to inherit from either parent, in many cases. Eventually, children had the means to inherit from their mothers, but rarely their fathers. In the late 1960s, the […]

Read More
BOTH SPOUSES DIE SIMULTANEOUSLY

WHAT IF BOTH SPOUSES DIE SIMULTANEOUSLY?

Gabriel Katzner - July 26, 2021 - Estate Planning

The chances of a married couple dying in the same accident or within a short period of time are probably quite low. It does, however, occur. And it happens often enough that most states have laws in place to address the issue and the problems that can arise as a result of both partners dying […]

Read More
questions and answers about estate planning

YOUR ESTATE: AN ESTATE LESSON PLAN

Gabriel Katzner - July 19, 2021 - Estate Planning

In honor of Teacher Appreciation Week, which takes place the first week of May, we’d like to thank you for your time and dedication to teaching the next generation. You provide the necessary foundational knowledge to ensure the success of tomorrow’s leaders. Estate planning documents are an essential piece of planning for your success. The […]

Read More
ESTATE PLANNING DOCUMENTS

DO YOU NEED TO REMODEL YOUR REAL ESTATE PLANNING DOCUMENTS?

Gabriel Katzner - July 12, 2021 - Estate Planning

May is considered National Home Remodeling Month. It makes sense as spring is frequently associated with cleaning, making updates, completing projects, and cleaning out any accumulated winter dirt. Perhaps, you have completed those chores, and your home is in great shape. Do your estate planning documents need to be remodeled? Estate planning is a topic […]

Read More
SELLING REAL ESTATE AFTER A DEATH

SELLING REAL ESTATE AFTER A DEATH: WHAT YOU NEED TO KNOW

Gabriel Katzner - July 9, 2021 - Wills

Handling the final affairs for a loved one can be overwhelming, especially after an unexpected death. Selling your loved ones real estate may be one of those tasks. Seeking the help of a real estate agent is essential, but before you make that call consider some of the key issues you may come across. Determining […]

Read More

Online Appointment Request

Schedule Consultation  

or

Call Our Office

  (855) 528-9637