Trust Issues
A blog for discussing current issues and events related to estate planning, trust administration, probate, and related matters in San Diego, California
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How DIY Estate Planning Misses the Mark
It’s become a do-it-yourself world. Why should estate planning be any different? you may ask. My one word answer is this: flexibility. In my experience, none of the DIY options provide enough of it. As illustrated in the previous post entitled A Probate Fees Primer, avoiding the time and expense associated with probate is a…
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A Probate Fees Primer
Since avoiding probate of your estate is a primary reason for getting your estate planning documents done, understanding what probate is –and isn’t—is important. In the specific context I’m addressing here, probate is a court process that oversees the administration of the estate of a person who died while a resident of San Diego County…
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Let’s explore together
The intention for this blog is that it’s a place to share information about issues related to estate planning, trust administration, probate, and related matters in San Diego, California. If you have ideas for a topic you’d like to see addressed here, please send me a message via the Contact page. Thanks!