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New businesses are started daily across California. As readers of this legal blog may know, different businesses can take on different formations based on their needs and specific goals. One type of business formation plan that an entity can adopt is a partnership....
If you’re like a lot of people in the San Diego area, then you’re concerned about what will come of your assets when you’re gone. Sure, you’re probably excited about the prospect of leaving financial resources for your loved ones to enjoy, taking comfort in the fact...
When it comes to estate planning and trusts, a trustee must subscribe to duties of care and loyalty always looking out for the assets within the trust and its beneficiaries. A trustee must avoid acts that would prove harmful to beneficiaries while not promoting his or...
The LGBTQ+ community has many unique issues to deal with, and estate planning is no different. This is because a large number of LGBTQ+ families are unmarried and have kids where one parent is not the biological parent. And, with these issues come estate planning...
Estate planning can be an emotional process for a San Diego resident. As they assess and inventory their assets and wealth, they may have to make difficult decisions about how and to whom they wish to pass on their possessions. Ensuring that an individual's...
When a person dies in California, a fundamental part of the probate process will be having a personal representative to adhere to the decedent’s wishes. The personal representative is also referred to as an executor, among other terms. This is a role with significant...
On its face, estate planning might seem relatively simple. That’s why so many people put it off for a long time, sometimes never creating an estate plan. This is especially true in situations where an individual simply wants to pass down their assets to their spouse...
When developing a comprehensive estate plan, individuals automatically consider the distribution of cherished physical assets. Property such as a family home, business and vehicles as well as sentimental items such as a prized book collection or a watch handed down...
If you have done any research on estate planning, you may have noticed that there are a lot of options for distributing property after death, each with their own pros and cons. Trusts are one of the best tools available to San Diego residents who are beginning the...
San Diego area residents who have had a loved one pass away may have had to go through a process of asset distribution. Usually, this process goes well but occasionally conflicts arise regarding an inheritance. Unfortunately, inheritance disputes can cause family...
