REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Estate Planning, Guardianship, New Parents on Jun 24th, 2010
Your California will should NOT be notarized. If it is a formal will it needs to be witnessed by at least two witnesses. Despite the fact that 60% of Americans don’t have a basic will, they are very useful documents! In addition to dictating where your property is to go when you die, and nominating an [...]
Posted in Estate Planning, New Parents on Jun 21st, 2010
Working near USMC Camp Pendleton in San Diego County, I sometimes receive questions from military families. Here’s one I got today: “My daughter has her biological father’s last name, but he isn’t on her birth certificate. He isn’t involved in her life. My husband wants to adopt her but we’re not sure what all we have [...]
Posted in Estate Planning, Living Trusts, Planning for Incapacity on Jun 10th, 2010
This guide provides a list of the typical documents that make up a California estate plan. Costs for this plan vary from attorney to attorney, as well as on the complexity and size of the estate. 1. Revocable Living Trust A living trust, also known as a Revocable Living Trust or a Family Trust, is [...]
Posted in Estate Planning, Planning for Incapacity on Jun 7th, 2010
Listed are the top five concerns of the typical estate planning client. 1. Minor Children Parents of minor children want to make sure that responsible parties are prepared to step in and raise their children if they cannot. They will want to appoint a Guardian of the Person and a Guardian of the Estate, who [...]
Posted in Estate Planning, Trust Administration on Apr 26th, 2010
A ‘testamentary trust’ is a will that directs the creation of a trust, either explicitly or because the terms of the will can’t be carried out immediately. In California, beneficiaries under a trust are entitled to annual accountings from the trustee (usually the executor of the will) unless the terms of the will stated otherwise.
Posted in Daniel Printz, Estate Planning on Mar 22nd, 2010
A new baby comes home with a host of legal and financial decisions to be made. University of San Diego faculty member Daniel K. Printz and financial planner Kristin Barron will present “A Parent’s Guide to Wills, Trusts, and Financial Planning” on Saturday, April 17, at 9:00 a.m. – 11:00 a.m. Scripps Coastal Medical Group [...]
Posted in Estate Planning, Living Trusts on Feb 4th, 2010
When should I review or update my Trust? You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure [...]
Posted in Daniel Printz, Estate Planning, Living Trusts, New Parents, university of san diego on Jan 3rd, 2010
Come to our seminar – 1/27/2010 from 6:30 p.m. to 8:00 p.m. at Scripps Coastal Medical Center in Carlsbad.
Posted in Daniel Printz, Estate Planning on Dec 3rd, 2009
If you have guests with young children coming into town, the best thing you can do to make their trip easy and efficient is to make sure they have quality baby/toddler equipment ready for them. Don’t buy it and then have to store it or re-sell it. Instead, RENT the equipment from a top-rated baby [...]
Posted in Estate Planning, New Parents on Nov 19th, 2009
If you are a new parent, you have questions about guardians. What is a guardian? How do I nominate a guardian? How do I choose a guardian for my child? If you are interested in learning more about Guardianships and/or nominating a guardian for your child, see my powerpoint presentation – “Introduction to Guardianships”, available [...]
