I Want to Leave a Legacy, How Will They Remember Me?

So, truth be told, the legacy theme certainly isn’t novel, original or anything else, but nonetheless, it is fundamental and timeless. I love the lyrics and song by Nicole Nordeman “Legacy.”  We played this song at my dad’s memorial service.  He was a legacy man.  I want to be a …

The Danger of Do-It-Yourself Wills and Living Trusts

From the Desk of Carmel Valley (San Diego) Trust Attorney, Kristina Hess Here is what you need to know if you have been tempted or, if like me (before my current profession) have attempted to prepare your own will, trust, or other estate planning documents. Buyer Beware — you get …

Carmel Valley, San Diego Mom’s Group

Yesterday, I had the privilege and pleasure of chatting with some local moms and their precious babies/toddlers about kids protection planning.  The Carmel Valley Moms group is a local chapter of MOMS  (moms offering moms support) and its founder is Ericka Sexton. If you are a member of the Carmel …

Trust Administration … when someone dies

Trust Administration is the process of doing what needs to be done when someone dies and he or she had a living trust or other types of trusts (such as irrevocable trusts). Trust adminstration is much easier, faster, and less expensive than the probate court process (and loved ones of those who …

San Diego Parents … Have you had a conversation like this?

Happy Spring! Wow, we have had some great rain this year!  A rarity in San Diego, but doesn’t it make all the hills so beautiful and green?  I love to see all the beautiful green hills and wild flowers all over from all of our rain. Anyway, I recently witnessed …

We’re Sorry

We’re Sorry… We recently placed an ad in the La Jolla Light newspaper that mentioned a family that suffered a tragedy. The parents died suddenly in an accident, leaving three boys.  The parents didn’t have a plan in place and the family feuded and spent a lot of time and money in …

Lawyers Who Make House Calls?

Well… it’s a house call of sorts. On New Year’s Day I did a Signing Ceremony at our client’s home. A Signing Ceremony is where the clients sign their Living Trust, Wills, Kids Protection Plan (short and long term guardian nominations and a host of other documents to protect and provide for …

No Federal Estate Tax in 2010 … at Least for Now

No Federal Estate Tax in 2010… at least for now The U.S. Senate finished its work for the year without acting on the Bill the House passed that would have extended the 2009 federal estate tax — any estate over $3.5 million is taxed at 45%. However, with the Senate’s inaction, the Estate …