REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Conservatorships, Estate Planning, Planning for Incapacity on Aug 5th, 2010
Everyone should have an Advance Health Care Directive (AHCD) that designates an agent to act on your behalf if you are unable to make your own health care decisions. The agent can then consent to surgery on your behalf or “pull the plug” or keep you alive if you are in a persistent vegetative state. [...]
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, Planning for Incapacity on Oct 28th, 2009
It’s very inexpensive to obtain a reasonable sized fire-proof safe at your local Home Depot, Costco, or office supply store. SAFE DEPOSIT BOX CHECKLIST BASIC INSTRUCTIONS keep these documents in a safe deposit box or fireproof safe check off each item as you include it include the date and location of your safe deposit box [...]
Posted in Estate Planning, New Parents, Planning for Incapacity, high-net-worth clients 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, Planning for Incapacity on Jun 26th, 2009
Estate Planning begins with the following steps: 1. List your Assets: Make a list of everything you own, including all bank accounts, investments, real estate, insurance policies, and any other valuable items of personal property. Split the list into assets with named beneficiaries (such as insurance policies and retirement plans), jointly held assets, and assets [...]
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 Conservatorships, Estate Planning, Planning for Incapacity on May 12th, 2009
The California State Bar has updated its publication: Seniors & the Law. With more than 4 Million citizens aged 65 or older, California leads the nation in seniors, and their concerns are a top priority for the Bar. For your copy, send an email to me at daniel@thelegacylawyer.com if you live in San Diego County, or [...]
Posted in Conservatorships, Estate Planning, Planning for Incapacity on Apr 27th, 2009
Yesterday at the San Diego Parent Connection Swap Meet, a woman asked me about setting up a Durable Power of Attorney for Property Management for her elderly father. He already has a Living Will (he lives in Hawaii). Which brings me to today’s subject: As a senior, what documents do I need to prepare in [...]
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on Apr 17th, 2009
A common client for me, especially through my contacts with the Parent Connection in San Diego, is the young married couple with minor children. Let’s take a typical example: Donna and Ken (not their real names!). Donna and Ken are both approximately 30 years of age. They have been married for four years, and are [...]
