Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
Posted in Daniel Printz, Estate Planning, Events, New Parents on Apr 19th, 2011
San Diego-based estate planning lawyer Daniel Printz tells us the myriad of things to be aware of when drawing up a Will, especially in the areas of child guardianship and business succession.
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 Daniel Printz, New Parents, San Diego on Apr 13th, 2010
Do you want to network professionally with over 3,000 families – your fellow members of San Diego’s the Parent Connection? As a supplement to events like this week’s Business Mixer, there is now a new FREE online tool for you to use. LinkedIn is the world’s largest professional network with over 65 million members and [...]
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 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 [...]
Posted in Estate Planning, Life Insurance, New Parents on Jul 7th, 2009
I represent many young families. These are couples in their twenties to early forties with small children and small estates. Typically, they have no home or a home with limited equity. Their major concern, after nominating a guardian for their children, is how would the family cope financially if one of them were to die [...]
Posted in Estate Planning, High Net Worth Clients, New Parents, Planning for Incapacity on Jul 7th, 2009
I can’t over-emphasize the importance life insurance can play in your estate plan! Often, a person or couple will delay buying life insurance until they feel they can better afford it. However, that’s not wise. The older you get, the more expensive new life insurance policies become and the less insurable you become. At some [...]
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on May 19th, 2009
Today, I saw a posting about doing one’s will and trust online: “What about going to www.SuzeOrman.com and clicking “will and trust kit” on the left side of the screen. She said on a recent show to use the password “peoplefirst” to get the documents for free. I bought this package at a KPBS fundraiser a [...]
Posted in Estate Planning, Living Trusts, New Parents on May 18th, 2009
Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk clients through the maze of choices they need to make as responsible [...]
