As teachers begin to plan their course work for an uncertain 2020–2021 academic school year, they face difficult decisions about returning to work in the face of the COVID-19 pandemic. Teachers should consider implementing a comprehensive Estate Plan as part of their summer preparations before returning to a classroom this…


The purpose of having an Estate Plan is to have a set of documents that reflect your current wishes for distributing your assets. The thoughts you have today are likely going to change, even if just slightly, throughout your life. …


Owning your own business provides you with fantastic freedom and control over your life and the company. However, the legal and financial responsibilities that come with being the owner of a business are also significant.

When you own a business, you should be cognizant of the risks associated with your…


When in the home buying process is it best to get an Estate Plan? Getting a home is often the first triggering event that someone should be considering getting an Estate Plan because a home is one of the most significant assets that you will hold in your life. …


When thinking of how much your Estate is worth, you likely look at your available cash on hand and maybe the value of your house. When discussing an implication of Estate Taxes or “Death Tax,” you probably do not think that your Estate will be subject to taxes since the…


How old should your children be before they receive their inheritance? This decision is something that is often overlooked. Is your eighteen-year-old ready to inherit everything you own today? The likely answer is no. …


A typical Estate Plan is a combination of legal documents designed to fulfill the desired distribution of your estate. Revocable Trusts also referred to as Living Trusts, are mechanisms for distribution of assets that provide benefits over a Simple Will or other stand-alone Estate Planning documents.

Benefits to a Revocable…


While we are all spending more time at home and inside with our families, we’re faced with thoughts of our mortality. The uncertainty of life surrounding the COVID-19 novel virus raises concerns over what may happen if they were to get sick. …


In choosing your Successor Trustee, it is imperative that you carefully consider the person you are appointing and whether they have the necessary characteristics for being the Successor Trustee.

The Successor Trustee is the person you have nominated in your Trust to handle your estate’s administration after you passed. Being…


When it comes to Estate Planning, the often overlooked and neglected member of every family is your pets. A family pet is loved and cared for by the family and treated as a full-fledged member; however, every day, pets are surrendered at local shelters and humane societies when their owners…

Zachary Whitman

Trusts and Estates Attorney — San Diego, CA zwhitmanlaw.com

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