Finding the Best Estate Planning Attorney in Carlsbad

Nestled along the Pacific coastline of California is the picturesque city of Carlsbad, a place best known for its charming beaches, vibrant flower fields, and serene lagoons. But beyond its natural beauty, Carlsbad offers its residents top-notch services in various fields, one of which is estate planning. If you’re a Carlsbad resident or living in […]

Including Your Significant Other in Estate Planning

Estate planning is often associated with preparing for the unforeseen after our time on this Earth. But as we grow, change, and form deep bonds with those we love, it’s crucial to ensure that our significant others are appropriately included in these plans. After all, they are the ones who are intimately woven into the […]

Same-Sex Marriage Estate Planning: Protecting What Matters Most

Navigating the world of estate planning can be daunting, even more so when the laws and societal norms have not always recognized the validity and rights of same-sex marriages. With the ever-evolving legal landscape surrounding LGBTQ+ rights, it’s essential to ensure that your estate is properly protected, and your wishes respected. Here’s where attorney Andrew […]

WHAT IS THE PROCESS FOR CREATING A TRUST PACKAGE? (video)

Carlsbad Trust attorney, Andrew Fesler, gives insight into creating a trust package, what is meant by that, and some of the ways to accomplish this. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning, including setting up a […]

Am I Required to Leave My Estate to My Children in California?

The question of children’s inheritance in California is a complex one, with a range of legal, financial, and personal considerations. Estate planning is a crucial aspect of preparing for the future, and understanding the laws and regulations surrounding it is essential to making informed decisions. While California does not mandate that you leave your estate […]

Estate Planning for Blended Families -What to Consider

Blended families often grapple with a variety of concerns, including inheritance and financial planning. Good estate planning for blended families works to ensure fair distribution of assets among all children and spouses. Expert legal guidance is crucial to navigate complexities and avoid potential conflicts. In the Carlsbad area, Carlsbad estate planning attorney Andrew Fesler is […]

What is Trust Administration?

Trust administration refers to the management of a trust and any documentation associated with the trust such as tax documents, listing of beneficiaries named in the trust, and certified copies of the settlor’s death certificate. Who is Responsible For Trust Administration in Carlsbad? The trustee named in the trust document is responsible for administering the […]

For a California Trust, What Is a Grantor, Trustee, and Beneficiary?

Establishing a California trust offers several key benefits. There are three key players in a trust: the grantor, the trustee, and the beneficiary which we will review in today’s post. The benefits of a California trust are, first, it allows for the efficient and private transfer of assets upon the grantor’s passing, bypassing the costly […]

WHAT’S INVOLVED WITH FUNDING A TRUST?

Carlsbad Trust attorney, Andrew Fesler, gives insight into funding a trust; what is meant by that, and some of the ways to accomplish this. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning including setting up a […]

How To Update Estate Plan When Marrying Again

Remarriage is fairly common in the United States, with of all divorced people aged 25 and over, 55% ofmen and 44% of women have remarried. You should update your Carlsbad estate plan every time you go through a major life event, including marriage. If you need to update your estate plan when marrying again, contact […]