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… Read More


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… Read More


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.… Read More