What is the difference between a will, a living will and a living trust? You should have at least a will, advance health care directive, and durable power of attorney. If your estate is over $150,000 you should consider a trust.… Read More
Seminar for New Parents: Estate Planning and Financial Planning Daniel K. Printz, Esq., an estate planning attorney and adjunct faculty member at the University of San Diego, and Kristin Barron, a financial planner, will discuss how to avoid probate, how to be prepared to cover the issues of incapacity, how to secure your financial future as well as your child’s college education.… Read More
Registering an Advance Health Care Directive in California 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.… Read More
The Seven Components of Your California Estate Plan 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… Read More
Five Concerns of Estate Planning Clients 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… Read More
Organizing financial and legal documents 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… Read More
Life Insurance and Estate Planning 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
Estate Planning Checklist 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
Free online estate planning? 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
“Seniors & the Law” 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… Read More
