The Importance of Regular Estate Plan Reviews and Updates

regular estate plan discussion with estate lawyer

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 […]

Advanced Healthcare Directives: Planning for Future Healthcare Decisions

Filling Living Will Advanced healthcare Directive Form

None of us likes to think about a situation where we could become incapacitated and unable to make decisions about our own healthcare. However, setting up legal documentation through advanced healthcare directives is the best way to ensure your medical wishes are followed if you can’t make decisions for yourself. With a proper healthcare directive […]

How Can I Assist Beneficiaries Who Cannot Manage Their Distributions? (Video)

When an individual inherits substantial assets from a trust, working closely with a trust attorney is a good idea, particularly if the beneficiary is unable to manage those assets safely themselves. These legal professionals possess the expertise to help beneficiaries navigate the complexities of trust administration and ensure the distribution of assets is executed properly. […]

Navigating Estate Tax Implications in Carlsbad

Understanding the intricacies of estate tax implications is a critical aspect of estate planning, especially in Carlsbad, California. The Law Office of Andrew Fesler is dedicated to assisting clients in navigating these often complex legal waters. This blog post will highlight key areas of California law that impact estate taxes and demonstrate how a local […]

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 […]

WHY DO WE NEED TO FUND A TRUST

Andrew Fesler, a leading Carlsbad estate planning lawyer, reviews why you need to “fund a trust”- what does that mean and why is it necessary. Transcript: ” Because a trust is an entity unto itself that the client is creating, the trust needs to actually own all of the assets that the client wants it […]

WHO NEEDS AN ESTATE PLANNING ATTORNEY?

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 […]

Carlsbad Estate Planning Lawyer Talks About Errors a Trustee Can Make

Hopefully, your Carlsbad estate planning lawyer has included a trust in your California estate plan. Carlsbad estate planning lawywer Andrew Fesler has been setting up trusts for many years and he has seen that with the right planning and the right attorney, mistakes can be avoided. One way is to understand what a trustee is […]

Estate Planning Attorney in Carlsbad CA

Mild and rainy winters, Mediterranean climate, and cliffs overlooking the ocean represent just some of the attractions offered by Carlsbad, California. Carlsbad is a lovely place to live and choosing an experienced estate planning attorney is an important part of making Carlsbad your home. Population 115,302 in 2021, with more than 59 percent of the […]