Create a living trust (also called a Revocable Trust, or Inter Vivos Trust) to protect what you have earned, and those you love. Depending on the extent and nature of your estate
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MyEstate-Plan.Com was designed to put clients and potential clients first by educating, providing resources, and of course providing excellent legal service. Estate Planning is a complex area and we will guide you in effectuating your wishes.
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William Daniel Powell is a San Diego Estate Planning Attorney and blogs regularly on subjects relating to Estate Planning, helping families and individuals with Estate Planning needs.
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We are Estate Planning attorneys in the San Diego area. Wills, Trusts, and other Estate Planning instruments are chosen depending on the client’s wishes and the nature and extent of the estate.
Latest blog posts
- Perhaps you already had an estate plan drafted for you that includes all the proper documents including a Revocable Living Trust, Pour-Over Will, HIPPA Release, Durable Power of Attorney, and an Advance Healthcare Directive. Further, perhaps the funding was completed and deed preparation and filing for your real estate was done so that your home ...
- Divorce is a mess. I know first-hand. There are several things you should consider after some of the smoke clears. If you don’t have an estate plan, now would be a great time to get it done. If you do have an estate plan, you will want to make some changes.
- A Will is a document that is drafted and executed (signed and witnessed) in accordance with California law that is used to dispose of a person’s property after their death. Some other characteristics of a Will is that it only “speaks on death” which can be interpreted to mean that it has no true significance ...
- How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. An outright gift provides no protection, and no direction. Now, if you have a beneficiary that is absolutely fantastic with handling money, and you have no concerns about creditors, predators, divorce, the possibility of losing means tested public ...
- To pick up from where we left off in Part 1, here is what we are comparing with Wills and Living Trusts. Part 1 of this Blog covers reasons A and B. Part 2 covers C and D. Let’s look at these reasons and compare Wills and Revocable Living Trusts A. To manage and ...
- As discussed elsewhere on my website and in my Blog, I have mentioned why people create Estate Plans. They do so for the benefits that Estate Planning provides. There are many benefits to creating a Revocable Living Trust, but we can condense them to four reasons or categories. These reasons are: To ...
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