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

The $32 Billion Reason You Need to Organize your Financial and Estate Planning

Officially, there are over $32 billion in unclaimed funds, in large part, because loved ones didn’t know that they existed.  There are likely billions more in unclaimed funds that are never reported.  Unless you keep good records, provide passwords, and organize your financial and estate planning matters now, how will your loved ones know to make a claim?

Often Overlooked Assets

Here is a list of assets that are often overlooked by loved ones when someone becomes disabled or dies.

  • Living Social and Groupon Certificates
  • Retirement Plans from Old Jobs
  • Last Pay Checks from Old Jobs
  • Life Insurance Policies
  • Accidental Death and Dismemberment Policies, especially those as a Credit Card Benefit
  • Online Bank Accounts
  • Credit Balances from Credit Card Companies
  • EBay Accounts
  • PayPal Accounts
  • Paperback Swap Accounts
  • Veterans Benefits
  • Safe Deposit Box Contents

How to Make Sure Your Assets aren’t Overlooked

  • Buy a cheap notebook
  • Keep an up-to-date list of all accounts, usernames, passwords
  • Keep an up-to-date list of all accounts, account numbers, and contact information
  • Include a location list such as where other important documents, certificates, statements, and estate planning documents are stored
  • Let your loved ones know where you keep this notebook such as in a fire safe or on a shelf in your home office

The more organized you are, the less likely your assets will remain unclaimed.  Your efforts will be appreciated by your loved ones, who aren’t left with a mess and can find your assets. If you need assistance or have questions getting organized, please call our office at 858-792-5988 for a free consultation.