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ESTATE PLANNING Archives — San Diego Estate Planning Lawyer Blog
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San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. August 22, 2016. How California Probate Guardianships for Minors Work. By Scott C. Soady. If you have minor children, it is important to consider the estate planning. Family Member or Professional Fiduciary? By Scott C. Soady. August 22, 2016. August 19, 2016 3:23 pm. August 21, 2016. Can I Leave My Estate to Anyone I Want? By Scott C. Soady. The man sat in the presence of two wi...
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WILLS Archives — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/wills
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. August 21, 2016. Can I Leave My Estate to Anyone I Want? By Scott C. Soady. There are many stories about people who make unusual bequests in their last will and testament. What made the will unique was that the 70 people were complete strangers. According to a 2007 BBC report. American vs. European Rules Governing Heirship. By Scott C. Soady. August 21, 2016. August 20, 2016.
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California Supreme Court Says Judges May Consider Outside Evidence to Correct “Mistakes” in Wills — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/08/california_supreme_court_says.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. August 4, 2015. California Supreme Court Says Judges May Consider Outside Evidence to Correct Mistakes in Wills. By Scott C. Soady. The Supreme Court Alters Course. But in a landmark July 27 opinion. The testator in this case was a 95-year-old man who died in 2007. Twenty-three years earlier, he drafted a holographic (handwritten) will naming his wife as the beneficiary of al...
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HEALTH CARE/ ADVANCED DIRECTIVE Archives — San Diego Estate Planning Lawyer Blog
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San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. HEALTH CARE/ ADVANCED DIRECTIVE. July 13, 2016. Will Medi-Cal Take My House After I Die? By Scott C. Soady. This means Medi-Cal can go after the property in a deceased beneficiary’s probate estate. By Scott C. Soady. HEALTH CARE/ ADVANCED DIRECTIVE. July 13, 2016. July 13, 2016 3:32 pm. July 8, 2016. Can a Court Force Me into a Conservatorship if I Have a Mental Disability? A Cal...
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What Happens to My Business When I Die? — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/08/what_happens_to_my_business_wh.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. August 7, 2015. What Happens to My Business When I Die? By Scott C. Soady. People often look at their estate plan in terms of purely personal assets-their house, bank accounts, etc. But your estate also includes any businesses you own or co-own. So what happens to these assets after you die? The answer to this question largely depends on how you choose to organize your business.
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Is a Promise to Leave Your Estate to Someone Legally Enforceable? — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/06/is_a_promise_to_leave_your_est.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. June 26, 2015. Is a Promise to Leave Your Estate to Someone Legally Enforceable? By Scott C. Soady. Among other arguments, the congregation maintained admitting the 1994 will constituted a breach of contract, as it violated the sister’s 1959 vow of poverty. In June 2015, a New York probate judge denied the congregation’s motion for summary judgment on this issue. But as noted abo...
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Distinguishing Marital and Separate Assets in Estate Planning — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/06/distinguishing_marital_and_sep.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. June 17, 2015. Distinguishing Marital and Separate Assets in Estate Planning. By Scott C. Soady. At this point, the ownership of the apartment stock was disputed. The majority owner claimed the wife sold her late husband’s shares back to him a month after he died for a total of $33,000. This sale was not disclosed on the estate’s tax return, however, nor was i...June 17, 2015.
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CHARITABLE GIVING Archives — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/charitable_giving
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. August 1, 2016. Estate Planning, Charitable Pledges, and Community Property. By Scott C. Soady. Many people pledge money to charity as part of their estate planning. Ex-Husband Cannot Pay for Pledges With Ex-Wife’s Share of Community Property. By Scott C. Soady. And NEWS AND COMMENTARY. August 1, 2016. July 29, 2016 2:38 pm. June 27, 2016. By Scott C. Soady. In California, charit...
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Can One Estate Inherit from Another Estate? — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/06/can_one_estate_inherit_from_an.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. June 12, 2015. Can One Estate Inherit from Another Estate? By Scott C. Soady. Why the unusually long delay? According to a local newspaper. The executor of the estate was still waiting to receive an inheritance from another estate, that of the deceased dentist’s father, who died before his son. The father’s estate remained pending before a probate court in Louisia...While the del...
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Dealing With Break Ups in Your Estate Plan — San Diego Estate Planning Lawyer Blog
http://www.sandiegoestateplanninglawyerblog.com/2015/06/dealing_with_break_ups_in_your.html
San Diego Estate Planning Lawyer Blog. Published By Law Offices of Scott C. Soady, APC. San Diego Estate Planning Lawyer Blog. June 25, 2015. Dealing With Break Ups in Your Estate Plan. By Scott C. Soady. Estate planning is often a snapshot of your life at a particular moment. The beneficiaries or agents named in your will and other estate planning documents reflects your relationships at that point in time. And as those relationships change, so should your estate planning. After his death in 2013, the m...
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