#San Diego Estate Planning Attorney

[katznerlaw]

The actual cost of renting out your home; Owning a second home in a location that allows the family to gather and have experiences that will provide a lifetime of memories can be priceless: https://bit.ly/3neMbx4

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Are you looking for an experienced estate planning lawyer in San Diego? Matthew Odgers helps you to develop an estate plan that ensures your family’s future comfort and safety. Visit https://odgerslawgroup.com/ for more information.

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When initial cost and simplicity are a primary consideration, use of a basic Will is often the first step in planning for the distribution of assets at death. The major concern is that an estate passing by Will often requires administration by probate. This court proceeding can be time consuming and expensive.

We make every effort to avoid or minimize the probate process. We can assist in the collection of proceeds from insurance and qualified plans with appropriate income tax planning.

Often, multi-party accounts and joint-tenancy property can be transferred without probate. Title to most automobiles, trailers, mobile homes and undocumented vessels can be handled without probate.

Other personal property may be eligible for transfer by a simple non-probate procedure.

[katznerlaw]

You may not have thought about how your minor children will be cared for if you cannot do so. Most of us do not want to think about this potential reality, but we want our children cared for and protected if it should occur: https://bit.ly/2JY1USs

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The pandemic has made many people pause to consider what healthcare they would want to receive if they became seriously ill and who would make these wishes known: https://bit.ly/3mpDFuO

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Financial Planning for an Upcoming Incarceration; Advance financial planning can help protect your financial assets while you are incarcerated and help mitigate the expected economic repercussions on your long-term earning potential after being released: https://bit.ly/3nUCLXD

[katznerlaw]

A ROFR can help keep the property in the hands of those who value it most while allowing the owners to fairly distribute accounts among other loved ones. An experienced attorney can provide guidance and expertise when creating a ROFR for your situation: https://bit.ly/3nF2keT

[katznerlaw]

The law addresses different notions of fairness with a variety of distribution strategies. Per stirpes, by representation, and per capita are the terms used most often in wills and trust agreements that specify the ways assets can be equitably divided: https://bit.ly/2JHHFrZ

[katznerlaw]

If you’re saving to pay tuition for yourself or a family member, include any of the following tools in your estate plan; these can help you reach your goals: https://bit.ly/2SxAxiY

[katznerlaw]

The COVID-19 crisis has underscored the importance of having an up-to-date estate plan, and this need is amplified if you plan to travel. The following are some of the most important documents to review with your estate planning attorney prior to traveling: https://bit.ly/35TUb0y

[katznerlaw]

A guardian is someone who cares for a person who needs special protection, often a minor child. Parents can nominate a guardian in their will, but a court usually confirms and appoints the guardian after both parents have passed away: https://bit.ly/35jZ03f

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July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents: https://bit.ly/3hSXVmg

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The person you choose to be the executor of your estate will be responsible for gathering, managing, and ultimately distributing everything you own after you pass away. You’ll need to make your selection very carefully: https://bit.ly/3aU37nh

[katznerlaw]

Take Care of Yourself with an Estate Planning Prescription

But as you do this, are you also preparing for your own care? Together, we can help you craft an estate planning prescription that will protect your future using the best legal tools available: https://bit.ly/2XOH37r⠀

[katznerlaw]

Unclaimed Property – Where to find it, and What it Means for Your Estate Plan

Estate administrators or family members should look for unclaimed property when a loved one dies to be sure that everything is included in the estate and goes to the intended beneficiaries: https://bit.ly/3cUyNJz

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Estate Planning Considerations for Restauranteurs

Failing to create an estate and business succession plan can lead to big headaches for your family and employees, and may even lead to the loss of the restaurant. Thinking this through now can give you peace of mind. Here are some of the factors you should consider: https://bit.ly/3fAgjzA