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Author Archives: elderlaw

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estate planning options

California Estate and Elder Law Helps to Understand Estate Planning Options

The San Diego Estate Planning Firm, California Estate and Elder Law, will hold family round tables to help you understand your planning options. This Community Insights education series is offered to…

January 26, 2018Leave a commentEstate PlanningBy elderlaw

estate and elder law

San Diego Estate Planning Firm Partners with Southern Caregiver Resource Center

San Diego, CA – The Southern Caregiver Resource Center has partnered with the San Diego Estate Planning Firm California Estate and Elder Law offering service and guidance for family caregivers of adults…

January 11, 2018Leave a commentEstate PlanningBy elderlaw

Marriage And The Federal Estate Tax

Federal Estate Tax · Am I required by the laws of my state to leave a portion of my assets to my spouse? The inheritance and succession statutes of most…

September 1, 2016Estate Planning, TaxesBy elderlaw

Strategies for a Second Marriage

August 30, 2016Estate Planning, Living TrustBy elderlaw

Strategies for Single Individuals

August 26, 2016Estate Planning, Living TrustBy elderlaw

Living Trust-Centered Planning Strategies

Strategies for Everyone What are some basic estate planning strategies that should always be addressed? No two individuals will have the very same estate plan. But there are strategies that…

August 22, 2016Estate Planning, Living TrustBy elderlaw

Strategies with Prenuptial Agreements

· My spouse and I have a prenuptial agreement. How does it affect our estate planning? Any prenuptial agreement can dramatically alter or nullify an estate plan. For example, the…

August 21, 2016UncategorizedBy elderlaw

Disadvantages of Revocable Living Trusts

· All that you’ve told me about living trust—centered estate planning sounds really attractive. Are there any disadvantages of a revocable living trust? There can be, but they are few…

August 16, 2016Estate PlanningBy elderlaw

Estate Planning Strategies for Unmarried Couples

· What special challenges do unmarried couples have in planning their estates? The unlimited marital deduction applies only to couples deemed married under state law, making it harder to eliminate…

August 15, 2016Assets, Estate Planning, Living TrustBy elderlaw

Strategies for a Single Parent

· I am a single parent with minor children. Is there special planning I should consider to take care of my children and myself? As a single parent, it is…

August 12, 2016Estate PlanningBy elderlaw
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