858.792.5988

Serving San Diego for over 35 Years

Clients, Colleagues, and Friends,

I retired on Dec. 31, 2019, and officially closed my office, after 42 years of practicing law. I thank you all for your confidence in me and your friendship over the years. My colleague David Dufek who has shared the suite with me for the past two years is taking over my practice and will have all client files. Not only will David be taking over the practice, he remains in the suite and is taking over my fax and phone lines. You are free to leave your files with David or pick them up. David's practice like mine includes will, trusts, and probate, as well as personal injury work. He also does landlord - tenant work and debtor - creditor matters including bankruptcy.

I wish you all the best.

Alex

14 Things You Can Do With Your Estate Plan

Estate planning is much more than deciding who gets what.  Creating an estate plan is the same as creating a big instruction book; here are 14 things you can do with your estate plan.  You can give instruction to:

  1. Keep your children from being disinherited, if you are in a blended family.
  2. Authorize a trusted helper to pay your bills and manage your assets, if you cannot.
  3. Choose who will make medical decisions for you, if you cannot.
  4. Keep your children’s inheritances from going to their divorcing spouses.
  5. Keep your spouse from putting your assets in joint names with a new spouse.
  6. Avoid probate, keep your affairs private, and save a ton of money in legal and executor fees.
  7. Have a caretaker take care of your pet, so he or she is not euthanized or put in a shelter.
  8. Appoint guardians for your minor children in case you are incapacitated or die.
  9. Minimize or avoid the federal estate tax.
  10. Save up to 8 lives by being an organ donor.
  11. Avoid being hooked up to life support machines or experiencing other fruitless medical heroics, if you are in an end-stage medical condition.
  12. Make sure your health care documents are available when you need them by using the services of an online medical document storage company such as Docubank (www.docubank.com).
  13. Protecting your surviving spouse and children’s inheritances from being seized by creditors or divorcing spouses.
  14. Make a donation to beloved charities.

If you don’t have an estate plan or it’s not up-to-date, consult with a qualified estate planning attorney to make sure your instructions are carried out.  Your next step is to call our office to schedule a consultation at 858-792-5988.  We look forward to hearing from you.