Tips for the Recently Divorced Client: 1. Update your Life Insurance Beneficiary designation: A divorced person needs to make sure that he/she updates the life insurance beneficiary designations following the completion of the divorce. If you nominates a minor, the minor’s guardian will receive the funds on behalf of the minor. Therefore, it is vital… Read More

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 if you live in San Diego County, or… Read More

You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change… Read More