Tag Archives: Estate Planning

Important People You Need to Name When Estate Planning

Most people think about the flow of their assets when they think “estate planning” and while gifting, trusts, and taxes are obviously important I have found that there is something that takes precedence for most younger families and that is the naming of your Executor, Trustee and Guardian. Firms such as Estate Planning Attorney San DiegoContinue Reading

I Can’t Believe I have Been Blogging for 4 Years

On August 5th of 2008 I put up my first post.  I had no idea if anyone would read about my journey, nevertheless care about what was going on in my life, but I wanted to share my thoughts with whoever wanted to read them.  Since putting that first post up I have seen somewhereContinue Reading

What is the Elective Share?

When I am helping a financial planner with an estate distribution schedule one of the first thing I ask is whether “everyone is on the same team?” With that question I am asking whether both spouses have a similar testamentary intent and/or are they aware of each other’s testamentary intent?  The reasons that the questionContinue Reading