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Your Trusted Advocates in Family Law Your Trusted Advocates in Family Law Your Trusted Advocates in Family Law Your Trusted Advocates in Family Law
  • Welcome
  • About
  • Practice Areas
    • FAMILY LAW
      • Divorce & Legal Separation
      • Child Custody & Visitation
      • Preparing for Court-Ordered Child Custody Mediation
      • Child Support
      • Spousal Support
      • Division of Assets & Debts
      • Post-Judgment Modification and Enforcement Of Orders
      • Spousal Agreements
    • TRUSTS & ESTATE PLANNING
      • Powers of Attorney
      • Wills & “Pour-over Wills”
      • Revocable Living Trusts
      • Trust Funding
      • Beneficiary Designations
      • Trust Administration
    • PROBATE
    • GUARDIANSHIP & CONSERVATORSHIP
  • Meet the Team
    • Mary J. Naimish, CFLS
    • Robert J. Allison, Esq.
    • Sam Tari, Esq.
    • Sunny Elmore, CP
    • Cynthia Gomes, CP
  • Articles
    • Family Law Articles
    • Trusts, Estates, and Probate Articles
  • Resources
    • FAQ: Family Law
    • FAQ: Trusts & Estate Planning
    • Legal Glossary
    • Charitable Causes
  • Contact

Estate Planning

Estate Planning Articles by San Diego Trust and Estate Experts at Naimish & Lewis, APC. a Specialized Family Law and Estate Planning Law Firm.
Home / Estate Planning / (Page 3)
 Breaking Down Terms in Estate Planning

Breaking Down Terms in Estate Planning

February 13, 2023

Like any field in the practice of law, the realm of estate planning is filled with terms that many would consider “legalese.” Often times clients use the terms “trust” or “will” interchangeably [...]

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 What’s the Difference Between a Preliminary and Final Declaration of Disclosure?

What’s the Difference Between a Preliminary and Final Declaration of Disclosure?

February 7, 2023
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 Disinheritance and No-Contest Clauses in California

Disinheritance and No-Contest Clauses in California

February 7, 2023

The goal of estate planning is to ensure that a person’s wishes are effectuated at the time of their passing. Most people drafting an estate plan wish for their belongings to pass to those people [...]

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 Signing Deeds For Better Interest Rates: Who’s Property Is It Now?

Signing Deeds For Better Interest Rates: Who’s Property Is It Now?

February 1, 2023

Over the prior few years, homeowners rushed to obtain refinancing of their home loans because of the decline in interest rates. The opportunity of obtaining lower interest rates for many people [...]

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 Holographic Wills in California

Holographic Wills in California

January 31, 2023

Can I Handwrite My Own Will? California is one of 26 states which allows the creation of holographic wills. “Holographic” simply means a document wholly written by the hand of its author. A [...]

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 Divorce and Your 401(k) Retirement Plan: Understanding Division and Implications in California

Divorce and Your 401(k) Retirement Plan: Understanding Division and Implications in California

January 15, 2023

Divorce and legal separation can be emotionally overwhelming, and one major concern for spouses is the potential impact on their financial future. Of particular concern is the division of [...]

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 Conservatorship for Adults in California

Conservatorship for Adults in California

January 8, 2023

If you’re considering a legal conservatorship for an adult in California, it’s important to understand the process and responsibilities involved. In California, conservatorship refers [...]

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 What is a Medical Power of Attorney?

What is a Medical Power of Attorney?

September 16, 2022

A medical power of attorney (POA) is a legal document that allows you to appoint someone to make medical decisions on your behalf if you are unable to do so.

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 What is a Power of Attorney?

What is a Power of Attorney?

February 2, 2022

A power of attorney is a legal document that allows you to give a person of your choice the authority to manage your finances or make health care decisions for you. You want to have a separate [...]

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2
 California Probate Requirements: Is Probate Necessary?

California Probate Requirements: Is Probate Necessary?

May 4, 2021

There are many methods of avoiding a formal probate. Once you have a good idea of the assets of the estate, you may take the following initial steps in order to determine what assets may require [...]

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