Our Firm
A Compassionate and Practical Approach to Estate Planning
ABOUT DOUGLAS R. Irwin & Associates
Douglas R. Irwin founded the firm of Douglas R. Irwin & Associates in 1993. The firm emphasizes helping families navigate the areas of estate planning, estate administration and asset protection. Doug’s goal is to share and provide his clients with the best strategies to insulate their families from Probate court, the IRS, and to “divorce proof” their estates.
While estate planning is always important, during times of uncertainty, it is natural for people to wonder now, more than ever if they have their affairs in order and to want to make sure that they, their loved ones, and their assets are protected.
We recommend that every person over the age of eighteen have a basic estate plan which would document and record their wishes regarding their financial and medical affairs in the event of death or incapacity. We feel that everyone should have at minimum, the following documents:
- A Will and/or a Trust (Which will depend upon your personal situation)
- A Durable Power of Attorney for Financial Purposes
- An Advanced Health Care Directive
- A HIPAA Authorization and Release
- A Designation of Guardianship (If you have minor children)
If you do not have the above documents, or if you do and they have not been reviewed within the last 3 years to make sure that they accurately reflect your desires and planning goals, we urge you to reach out to an estate planning attorney.
Our attorneys have extensive knowledge and expertise in Federal and State law with decades of practical experience developing and implementing complex customized legal structures for the benefit of our clients. We have extensive experience working with numerous banks, trust departments, universities, charities and individuals assisting with the transfer of wealth from one generation to the next through the use of many different planning options, including, but not limited to, living trusts, testamentary trusts, charitable trusts, and irrevocable trusts.
Please do not hesitate to reach out to our office as we are happy to discuss with you a plan to meet not only those concerns which arise from the current global environment, but which will bring you peace of mind for years to come.
Looking for help?
Contact Us Now!
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12555 High Bluff Drive, Suite 305
San Diego, California 92130
