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Review Your Trust Every 2 to 3 Years

Why should you review your trust every 2 to 3 years?  Many people mistakenly believe that "a trust is a trust" and once it is set up you never have to think about it again.  Estate planning is not stagnant.  Relationships change.  Laws change.  Lifestyles change.  San Diegans gain new assets and...

The Executor’s Role in the Probate Process

What is the executor’s role in the probate process?  To ensure proper estate planning and administration, one needs to understand the basics of the probate process. The probate process involves distributing a deceased person's estate. In plain English, probate is the legal term used to describe the re-titling of the...

California voters took to the polls and preliminary results are in….Proposition 19 passed!

California Proposition 19 passed resulting in new questions and opportunities for many here in San Diego and across California.  Proposition 19, entitled: ‘Changes Certain Property Tax Rules’ is good news for homeowners who are 55 or older, disabled, or have been victims of wildfires, or other natural disasters.  The Constitutional...