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Estate Planning

Protect Your Loved Ones Future Today

Secondary or Contingent Beneficiary

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out. Read more

Which Trust Revocable or Irrevocable

There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more

There are some significant benefits of creating a living trust. Read more

Estate Plan Attorney meeting with senior couple

Does somebody else know where it is in the event of your death or incapacity? Read more

Reviewing your will is something that many people know they should do but often put off. However, various life circumstances and legal changes can significantly impact your estate planning needs. Ensuring that your estate plan, including your will and other estate planning documents, reflects your current situation is essential for …

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San Diego Estate Plan for Retired People

Human nature is such that we often tend to focus on the bigger and more important steps. That’s a good thing, but it doesn’t negate the need to address the secondary coordination steps. Read more

Everyone Needs an Estate Plan

Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. Read more

Storing your will and trust at home

It’s a morbid yet common worry: What happens to credit card debt when you die? Read more

When it comes to donating, many people seek not only the personal satisfaction of helping others but also the potential financial benefits, including possible tax deductions. Words such as deduction, charitable giving, charitable contribution, charity, charitable tax deduction and rules for giving often come up in these discussions. Understanding these …

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flax seeds

From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical. Read more