DIY Estate Planning
Estate planning is a crucial process that involves the preparation of tasks that serve to manage an individual’s asset base in the event of incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Many people consider doing this themselves, often referred to as DIY (Do-It-Yourself) estate […]
Advance Directives in California
As an estate planning attorney based in Carlsbad, California, I’ve had numerous discussions with clients about the sensitive and critical topic of advance healthcare directives. In these conversations, it’s my role to guide individuals and families through the complexities and emotional nuances of end-of-life decisions. Understanding Advance Healthcare Directives An advance healthcare directive, sometimes known […]
California Probate Explained
As a Carlsbad estate planning attorney, I often encounter clients who are perplexed or even intimidated by the concept of probate. It’s a common concern in estate planning, and understanding it is crucial for effectively managing your estate. In this post, we’ll delve into what California probate is, why it might be something you’d want […]
IF WE HAVE A TRUST, WHY DO WE STILL NEED A WILL? (video)
Carlsbad Trust attorney, Andrew Fesler, gives insight into why you need a will even if you have a trust. 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. To learn more about how trusts and wills work together in […]
Using Trusts to Protect Your Privacy in Estate Planning
As an experienced Carlsbad estate planning attorney, I want to discuss a critical aspect of estate planning that many overlook: using trusts to protect your privacy. In today’s world, where information is easily accessible, maintaining privacy in estate planning is not just a preference, but a necessity for many. Understanding Trusts in Estate Planning Estate […]
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 […]
