ARE TRUSTS EXCLUSIVELY FOR SENIORS? (video)
Welcome to today’s video! We’re tackling one of the biggest trust planning myths out there—that trusts are exclusively for seniors. Whether you’re in your 30s, 50s, or even younger, trusts can be a key part of your estate planning strategy. Stick around as we break down why trusts aren’t just for seniors and how they […]
Durable Power of Attorney in Carlsbad
When it comes to managing your financial affairs, having a durable power of attorney (DPOA) in place is a crucial component of a comprehensive estate plan. A DPOA allows you to designate a trusted individual to make financial decisions on your behalf if you become incapacitated. For residents of Carlsbad, working with an experienced estate […]
Estate Tax Planning: Strategic Planning in Carlsbad
When it comes to estate planning, one of the most critical aspects to consider is estate tax planning. Proper tax planning ensures that your estate is distributed according to your wishes while minimizing the tax burden on your heirs. For residents of Carlsbad, working with an experienced Carlsbad estate attorney can make all the difference […]
WHAT IS PROBATE & WHY DO PEOPLE NEED TO AVOID IT? (video)
Welcome to the Law Office of Andrew Fesler. Today, let’s talk about a common topic that often comes up when planning your estate—probate. You may have heard that probate is something you want to avoid, but why is that? In this video, we’ll examine what probate is, why it can be a lengthy and costly […]
Navigating the Role of Guardianship in Estate Planning
Estate planning is about more than just distributing your assets after you’re gone. It’s also about making sure your loved ones are cared for, especially if they’re unable to take care of themselves. This is where guardianship comes into play. When you think about guardianship in estate planning, it might feel a bit overwhelming. No […]
How Durable Power of Attorney Helps Manage Your Estate
Managing your estate isn’t just about planning for the distant future; it’s about ensuring that your affairs are in order, no matter what life throws at you. Life is unpredictable so you’ll want to take steps to ensure your loved ones do not face hardship when you are unable to make decisions or pass. A […]
How to Create a Revocable Trust in Carlsbad
Creating a revocable trust is a powerful way to manage your assets and ensure they are distributed according to your wishes. This type of trust offers flexibility and control, allowing you to make changes or revoke the trust entirely during your lifetime. If you are considering setting up a revocable trust in Carlsbad, here is […]
The Importance of Regular Estate Plan Reviews and Updates
Creating an estate plan is a necessity to secure your assets and ensure your wishes are honored. However, it’s equally important to carry out regular estate plan reviews and updates to reflect changes in your life circumstances, financial situation, and legal requirements. Here’s why regular estate plan reviews and updates are essential and how they […]
HOW DOES A TRUST AVOID PROBATE?
Welcome to the Law Office of Andrew Fesler! In today’s video, we’re discussing a crucial aspect of estate planning: how a trust can help you avoid probate. Probate can be a lengthy and costly process, but with the right planning, you can ensure your assets are smoothly transferred to your beneficiaries. Let’s examine the details […]
IF I HAVE A TRUST, WHY DO I ALSO NEED A POWER OF ATTORNEY? (video)
Even if someone has established a revocable living trust as part of their estate plan, they may still require a power of attorney for a few key reasons. First, a power of attorney is needed for managing non-trust assets that were never properly retitled and funded into the trust. Second, it is essential for handling […]
