Please ensure Javascript is enabled for purposes of website accessibility

Review and Update Your San Diego Trust

There are many sound reasons to review and update your San Diego trust every three years or so.  Laws change, lives change, people change, businesses change, the needs of spouses and families change.  The estate planning and trust attorneys at Janathan L. Allen, APC and the accounting and tax professionals...

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...

An Unfortunate Lesson in Estate Planning from David Cassidy

We may have learned an unfortunate lesson in estate planning from David Cassidy this week.  His death has brought several life lessons to light, and one of them is a reminder to update your estate plan and trust documents every two to three years.  Things change. David Cassidy's daughter Katie was...