My parents passed away without their home in a Trust and now their estate is going through probate. Is there any way to keep the home? Shannon JonesOctober 7, 2019probate, family home, assets, estate, estate planning, trust
My wife has children from a previous marriage. I love them like they are my own, is there a way for me to adopt them? Shannon JonesOctober 7, 2019adoption, step-parents, blended families, estate planning, parents, families, family, step parent
I have children with my ex-wife and I want to make sure that my kids are cared for if something happens to myself or my ex-wife. It’s complicated since we both have new spouses. What can I do? Shannon JonesOctober 7, 2019estate planning, blended families, lawyer, san diego, assets
I do not own a home and I don’t have a lot of cash assets, should I still have a Trust? Shannon JonesSeptember 8, 2019
Does my retirement plan need to be titled in the name of my trust? Shannon JonesSeptember 8, 2019retirement, IRA, 401(k), trust, beneficiaries, lawyer, legal documents, san diego, ocean beach
I have a Will and Trust that were created a long time ago, are these documents still valid? Shannon JonesSeptember 8, 2019estate planning, estate, will, trust, planning, successor, trustee, attorney, lawyer, ask a lawer
What are some important questions to ask my aging parents so that I can ensure that their wishes are being honored? Shannon JonesAugust 5, 2019will, trust, aging parents, conservatorship, bank accounts, assets, estate, long-term care, short-term care
My family member is having trouble handling their financial (or health) affairs. What can be done to assist and protect them? Shannon JonesAugust 5, 2019conservatorship, estate planning, legal documents, lawyer, san diego, ocean beach
I am in the process of purchasing a home, do I need to modify my legal documents in any way? Shannon JonesAugust 5, 2019new home, legal documents, lawyer, trust, living trust, will, living will, assets, estate
How can I be sure that my dog will be taken care of if something were to happen to me? Shannon JonesAugust 5, 2019pet trust, trust, animals, lawyer, san diego, living trust, assets, guardian
We just had a child, how can we protect them? Shannon JonesAugust 5, 2019new baby, baby, documents, guardian, children, assets, childrens trust, medical authorization, medical decisions
My child is having their 18th birthday soon, is there anything that I need to know? Shannon JonesAugust 5, 201918th birthday, adult, health insurance, inheritance, childrens trust, probate, lawyer, san diego
What is a professional fiduciary and why would I use one in my estate plan? Shannon JonesJuly 28, 2019fiduciary, finances, lawyer, san diego, executor, trustee, trust, money, cash, assets, estate
My parent passed away, how do I access their bank account(s)? Shannon JonesJuly 28, 2019death, living will, living trust, banks, bank accounts, assets, property, cash, power of attorney
What is a Trust and why do I need one? Shannon JonesJuly 28, 2019trust, lawyer, san diego, assets, living trust, trustee, probate, finances, property
When do I discuss with my parents the assets of their estate, the existence of their estate plan and when to assist them? Shannon JonesJuly 11, 2018
