What is an Asset?

One of the first steps when creating an estate in Carlsbad is to list your assets. An asset is anything you own that holds monetary value. Some common examples of assets include your home, car, bank accounts, stocks, and retirement plans. Estate planning attorney Andrew Fesler can help you identify and understand your assets. He […]


Andrew Fesler, a leading estate planning attorney in Carlsbad California, shares his thoughts on who needs an estate planning attorney. With many years of answering questions on estate planning – who needs it, when you need it, and why you need it- he is able to share some reasoning here in this video. For more […]

Charitable Giving – Leaving Money to a Favorite Charity

By including charitable giving in your Carlsbad estate plan, you can continue your legacy by giving back to organizations close to your heart. Done correctly, it has the added benefit of lowering your tax liability. There are many good causes that rely on donations to enable them to do their work. Ways to Give to […]

California Tax Laws That May Affect Inheritance

It is important to consider tax implications when creating an estate plan in Carlsbad, California. In addition to federal tax laws, such as the federal estate tax and gift tax, California has tax laws that can affect how you deal with beneficiaries inheriting part of your estate. Andrew Fesler is a qualified estate planning attorney […]

How to Protect Assets in California

Asset protection is a type of legal planning that keeps your property safe from creditors and lawsuits. Asset protection is completely legal in California and it is important to protect assets in California, especially if you have worked hard to accumulate money and properties. An asset is something that is owned by you or something […]

Second Marriage Estate Planning Is Important

Updating an estate plan upon a second marriage is important. Second marriage estate planning ensures that if both spouses want, they can make arrangements to have their new wife or husband provided for from the assets of the estate. As always, whenever important life events happen such as marriage, divorce, when you buy a new […]

Estate Planning for Your Blended Family

Blended families can present a variety of wonderful opportunities to expand your relationships and elevate your life experiences, but they may also present some headaches in terms of your estate planning. Estate planning for your blended family is important to ensure that these valued relationships can be acknowledged as well. Rather than trying to figure […]

Naming Your Trustee

Selecting a trustee to handle your trust can is an important choice. While it may be tempting to name your best friend or family member to the task, it’s important to understand what the trustee’s job will include before naming your trustee. Person of Good Character Your Trustee should be a person of good character. […]

Responsibilities of a Personal Representative

A personal representative, or an executor, refers to an appointed individual charged with the responsibility of managing the person’s estate. This represents a huge responsibility for the executor, even for seemingly modest estates. As the personal representative, they will be required to take care of the details of finalizing the estate after you have died. […]

Choosing an Executor for your Estate

When it comes to choosing an executor for your estate plan, it may be simple to pick someone from amongst your family members and friends for the task. Broadly speaking, any of those individuals could be capable of doing the job. But because the task of executing an estate plan can present a variety of […]