Insights and Guidance for Your Peace of Mind
Whether you're exploring the basics of estate planning, navigating complex legal challenges, or looking for inspiration to create a lasting legacy, we’ve got you covered.
You’ve booked the flights. Reserved the Airbnb. Packed snacks, iPads, chargers, and every brand of sunscreen known to man. You’re officially ready for your family vacation! Or at least you think you are.
But there’s one thing most parents forget to plan before they leave: what happens to your kids if something happens to you?
If you’re planning to leave your home (or any property) to your kids, don’t assume they’ll sort it out like adults. Even the most loving siblings can turn into courtroom rivals when a property is up for grabs, especially in a high-cost market like San Diego.
So how do you transfer your real estate without turning your legacy into a legal battle?
You get a phone call. Your aunt passed away. After a few tears and awkward small talk, someone tells you, “By the way, she named you as executor of her estate.” You pause. Smile politely. But inside, you're thinking: What the heck is an executor?
Nobody wants to think about dying, especially not young parents, newlyweds, or even successful entrepreneurs in San Diego who are way too busy living. But here's the problem: if you don’t have a will in place, the State of California has one for you. And spoiler alert, it's probably not what you’d choose.
If you’ve been Googling around trying to figure out whether you need a will, a trust, or both, you’re not alone. This is one of the most common questions we get at Peaceful Warrior Law. And honestly, the answer depends on your goals, your assets, and your stage of life.
Let’s break it down.