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… Read More


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… Read More


California has no state Estate Tax, and is not likely to enact one in the next decade at least, based on current politics. That doesn’t mean that, as a California resident, you can necessarily forget about state Estate Taxes. If you have a diverse portfolio of investments, some of those assets may be in other states.
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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… Read More


Your Will controls the distribution of your real and personal property on your death. This includes your home, land, mineral rights, and any other form of real property, as well as your cash equivalent assets: stocks, bonds, CDs, and mutual funds not held in a retirement account. But the easist way to determine what property… Read More


Not while it’s fully revocable, you don’t. While your living revocable trust remains fully revocable, everything in the trust is yours – real property in the name of a trustee, trust bank accounts, shares of stock held by a trustee, etc. Because you retain full control of the assets, the income from trust property is… Read More


The San Diego Paralegal Association (SDPA) is pleased to announce the following: MCLE EVENT – 6:00 – 7:00 p.m. “Recent Tax Legislation and Estate Planning Practices,” presented by Daniel K. Printz, Esq. Date: Wednesday, June 3, 2009 Location: San Diego County Library – North County Branch 325 S. Melrose Drive, Suite 300 Vista, CA 92081-6697… Read More


What are the fees to Probate an estate? In California, both the personal representative (an executor or administrator) and the personal representative’s attorney are entitled to compensation.  If the Will specifies the compensation, then that’s all they can receive (P.C. 10812).  If the Will doesn’t specify, then the personal representative and the attorney are each… Read More


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… Read More