Estate Planning for Everyone

There is a common misconception that estate plans are only for the ultra-rich - the top 1 percent, 10%, 20%, or some other arbitrary determination of “enough” money. In reality, nothing could be further from the truth. People at all income and wealth levels can benefit from a comprehensive estate plan. Sadly, many have not sat down to put their legal house in order.  According to a 2016 Gallup News Poll more than half of all Americans do not have a will, let alone a comprehensive estate plan. These same results were identified by WealthCounsel in its Estate Planning Awareness Survey. Gallup noted that 44 percent of people surveyed in 2016 had a will place, compared to 51 percent in 2005 and 48 percent in 1990. Also, over the years, there appears to be a trend of fewer people even thinking about estate planning. When it comes to estate planning, the sooner you start the better. Below are four reasons why everyone - no matter what income or wealth level - can benefit from a co

Hi, I’m Mark. I’m an attorney based in La Mesa, California, a municipality in San Diego. My main areas of practice are Estate Planning, Trust Administration, Probate, and Inheritance Rights. I wanted to create this blog so I could provide practical considerations to a topic many folks dread thinking about: planning for one’s death. In my blog posts, I hope to put these fears at ease by educating readers on the importance of Estate Planning and how, with their newfound knowledge, they can become empowered to proactively take steps to plan for contingencies in the inevitability of death and the potential for mental incapacity. I will try my best to draft my blog posts in a manner that is easy to understand for individuals who have not attended law school, but also provide enough breath to survey the legal considerations for each topic. It is important to note that the contents of this blog is not meant to be legal advice, but a discussion about general legal topics. Reading and oth