Estate Planning Archives

What is a Pour-Over Will? A pour-over will is just a more specific name used for the kind of ‘last will and testament’ which intends to transfer some or all of a person’s [...]

With all of your planning– do you feel prepared for the sudden emergency phone call? Let’s face it, despite careful preparation, emergencies can happen. Imagine you get an unexpected [...]

Khloe Kardashian and Lamar Odom Originally published 10-15-2015. Kardashian estate planning?  Odom estate planning? Do you want your estranged spouse making ‘life-or-death’ healthcare decisions [...]

What is the Value of an Estate Plan? All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the [...]

From the Wall Street Journal, dated April 18, 2014: “The client was a retired single woman in her 60s. With $3 million in assets and no children, she had no immediate financial concerns when she [...]

ESTATE PLANNING: WHO, WHEN, AND WHY? This is the second part in our three-part series of blog posts discussing the “Who, When, and Why?” of estate planning. For part one:  “Who Should Have [...]

Although located in Carlsbad, Koza Law Group is a law firm for San Elijo! KOZA is proud to be a sponsor of the 11th Annual San Elijo Turkey Classic Golf Tournament. The tournament takes place on [...]

Estate planning attorneys should be there to stand by you. “When the night has come And the land is dark And the moon is the only light we’ll see No I won’t be afraid Oh, I won’t be afraid Just [...]

On the agenda next week– estate planning for same sex couples.  Bobby Kouretchian will be attending WealthCounsel’s Estate Planning Boot Camp and the Southern California Forum Meeting. The [...]