Blog

June 12, 2018

Estate Plans for College Students and Other Young Adults

Whether your child is just turning the corner on their senior year of high school or they’re already in the midst of their undergraduate studies, their 18th birthday undoubtedly marks the transition to adulthood when it comes to their legal affairs. This can impact you as their parent in a few distinct ways.
May 3, 2018

Small Business Owner? Know What Can Happen to Your Business If You Become Incapacitated or Pass Away

reparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning -- including your business and your estate plan -- is key.
March 27, 2018

Planning for Pets

Planning for an animal is actually very similar to planning for a minor child. However, in most cases children grow up to be independent adults who can take care of themselves. That is not the case with animals, which is why planning is so critical.
February 21, 2018

Choosing the Proper Successor Trustee

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job.
February 1, 2018

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Let's talk about money - or the loaning of money. Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family loans help — rather than hurt — your family?
January 8, 2018

Organizing for Tax (and Estate Planning) Season

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you’ll be receiving tax forms such as your W-2 or 1099s, and you’ll start thinking about the life events that could affect your taxes in various ways.

Let's do this together


While this website provides general information, it does not constitute legal advice. The best way to obtain guidance on your specific legal issue is to contact a lawyer. To schedule a meeting with an attorney in our office, please call us at 619-810-4644 or use the button below:

Contact Us