Wondering the difference between a will and a trust? Do I need a will or a trust? What is probate court? This short video explains all these questions. Ready to get started? Call our office at (619) 535-0066.

This video explains the two essential Powers of Attorney for every family. 1. A financial power of attorney, which allows your agent to act on your behalf to manage your daily affairs, especially if you are a business owner - should you become sick or incapacitated. 2. An advance healthcare directive, which allows your agent to make medical decisions for you in the event you cannot speak for yourself due to surgery incapacitation. All advance healthcare directives must also have a HIPPA release so your agent can speak to medical professionals on your behalf. Who needs these? Spouses, aging parents, and yes, even your children! Parents: This is essential for parents with 18 year old kids going away to college! Without your child's HIPPA release, you may not be able to speak to medical professionals to obtain medical information and make decisions for your child in an emergency. Make sure this is taken care of before your children leave for college! Call our text our office at (619) 535-0066 and let us put these essential documents in place for you.

Power of Attorney Designaitons. This video explains the different power of attorney designations every estate plan needs.

Advace Healthcare Directives - Equip Your Loved Ones With Knowlege. This video breaks down why an Advance Healthcare Directive is an essential part of every estate plan and how it can equip your loved ones with the knowlege they'll need so they can carry out your medical wishes in the event you cannot speak for yourself. Don't leave them guessing about what your preferences are for burial wishes, organ donation, and other important end of life decisions.

This video, part of the Estate Planning for Business Owners series talks about the two things every business owner/entrepreneur needs to have as part of their foundation.

7 Things to Do Within One Month After Loosing a Loved One is for beneficiaries, family trustees, and family executors who have lost a loved one. While dealing with grief, there are often things that are overlooked after the death of a loved one. For Part One, Watch "7 Things Family Executors and Trustees Should Do Within ONE WEEK After Loosing a Loved One"

7 Things to Do Within One Week After Loosing a Loved One is for beneficiaries, family trustees, and family executors who have lost a loved one. While dealing with grief, there are often things that are overlooked after the death of a loved one. For Part Two, Watch "7 Things Family Executors and Trustees Should Do Within ONE MONTH After Loosing a Loved One"

This video sets explains what happens if your spouse dies "intestate" or without a will in California or Virginia. Blended families and families with children from prior relationships, this video is a must watch for you! No one likes to think about death, but it "Til' death do us part" is in most wedding vows, so why not talk about it!

This video walks business owners through key things they need to consider for their business succession plan as part of their estate plan. If you are a business owner or solopreneur, this is a must watch.

Probate Court = Public Records! This video explains why wills DO NOT keep your estate out of probate court. Probate court makes your family’s information and assets public record which could be VERY concerning law enforcement or who work in the public service sector. Please share. There are many reasons why your family needs to avoid probate court, but THIS should be at the top of the list if you are a member of law enforcement or work in the public service sector.

This video sets forth the five things every couple needs to have as part of their estate plan. No one likes to think about death, but it "Til' death do us part" is in most wedding vows, so why not talk about it!

Here are my TOP FIVE tips for couples when it comes to building a solid estate plan. 1. Talk about your money! 2. Put Powers of Attorney ready to go! 3. Keep your documents updated! 4. Agree on guardians for your children! 5. Share your preferences! Text or call us with your questions 📲(619) 535-0066 #wealthpreservationattorney #wills #trusts #couplegoals #powercouple #couplesmoney