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Category Archive for 'Planning for Incapacity'

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 [...]

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You should strongly consider a revocable living trust if any of the following are true: You own real property; you have over $100,000 in gross assets; you want to maintain your privacy; or you want to protect your children from squandering their inheritance.

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