What is the best way to protect your family and assets through thoughtful estate planning?
The San Diego sun beat down on the patio as Maria, a vibrant woman in her early forties, nervously scrolled …
Point Loma Estate Planning Law
Highly-Recommended Estate Planning Attorney Near Me.
The San Diego sun beat down as Maria nervously smoothed the paperwork on her kitchen table. Her husband, David, had …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine often obscures the potential storms life can bring. Consider Sarah and David, a couple residing in …
What are the tax benefits of life insurance?
The Miller family, recent transplants to San Diego, were enjoying the California sunshine, yet a cloud of uncertainty loomed over …
Do testamentary trusts require annual reporting?
Testamentary trusts, created through a will and taking effect after death, often raise questions about ongoing administrative requirements, particularly regarding …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undergo estate administration training before receiving their inheritance is complex …
Can I structure a trust to fund end-of-life care for a relative?
Yes, absolutely, a trust is an excellent vehicle to ensure a relative receives the care they need and deserve during …
Can I build-in legacy planning workshops for every new generation?
The question of integrating legacy planning workshops for each new generation is a compelling one, and the answer is a …
Can I require the trustee to produce annual “state of the trust” video reports?
The idea of requiring a trustee to produce annual “state of the trust” video reports is an innovative one, gaining …
Can I direct the trust to hold long-term treasury bonds?
The question of whether a trust can hold long-term treasury bonds is a common one for individuals establishing or managing …