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


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


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


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