Tag Archives: will

What to Expect When You See a Lawyer About Estate Planning (Part One)


What Happens When You See a Lawyer About Estate Planning? The basic phases of estate plan creation are: initial consultation; information gathering and planning; drafting; review; and signing. Afterward, there are funding steps and there should be ongoing review and … Continue reading

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What I Love About Estate Planning


Estate planning is my favorite area of law.  I’ve been a lawyer for more than twenty years and have practiced in several areas of law, including trial work, divorce, public agency law, real estate, business formation, transactions, and appeals. I … Continue reading

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Guardian for My Children: How Do I Choose?


Choosing a Guardian for Your Children. Choosing a guardian for your children can be the most difficult part of estate planning for parents with young families. The thought of your children growing up without you is heart-wrenching and choosing someone … Continue reading

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How to Plan for My Pet After I Die


Estate Planning for My Pet There are many options for planning for your pets after you die.  The only option you don’t have is to direct that your pet be immediately put down. Believe it or not, some people ask … Continue reading

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What is an Advance Healthcare Directive, a Power of Attorney for Healthcare, and a Living Will, and what’s the difference between them?


These documents generally refer to medical decision-making, especially end-of-life decisions.  The document name sometimes varies by state, which is why there are so many terms. In California, it’s usually called an “Advance Healthcare Directive”, which generally means the same thing … Continue reading

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What is the difference between a Will and a Trust?


There are many differences between a Will and a Trust,  but the most basic differences are: (1) A Will only takes effect when you die, but a Trust can be operative during your lifetime and/or after your death. (2) Property … Continue reading

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What Does a Last Will & Testament Do?


A Last Will & Testament  can be used to nominate a guardian for minors; appoint an executor to handle your final affairs; and direct final disposition of your assets. Most people know what a Will is, but many are confused … Continue reading

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Top 4 “MUST HAVE” Estate Planning Documents


Estate Planning Everyone Should Have      Estate Planning is about Life.  It’s about security for those you love. It’s protection for yourself, if you become incapacitated. It’s a tool for creating a legacy or preserving a heritage. It’s a means … Continue reading

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A Great Inheritance Quote


     One of my favorite quotes about what to leave to the next generation comes from reknown businessman and philanthorpist, Warren Buffet: I want to leave my children enough that they feel they can do ANYTHING… but not so much that they … Continue reading

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What Does My 18 Year Old Need to Know About the Law?


     Your child (or grandchild) is turning 18 and entering the world of grownups.   What an exciting time! For most kids, though, this is also a time of inexperience, nervousness, and the “great unknown.”      One important way you can help your child or … Continue reading

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