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Beneficiary

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

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

You’re not too young, you do have enough assets and don’t you want to make things easier for your loved ones after you pass away? Read more

Estate Plan can Ease Anxiety and Confirm Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs. Read more

What You Should Know about Inherited IRA

Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one. Read more

Do You Need a Trust Fund or a Will Or Both

Estate planning involves both trust funds and wills to help ensure the smooth transition of assets to your beneficiaries. Read more

What are Primary Testamentary Estate Planning Documents

When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place. Read more

Why Your Will Is Just One Part of an Estate Plan

Those beneficiary forms you filled out years ago can supersede your other estate plans. Read more

Do I Have to Pay Taxes on Trusts

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket. Read more

What Happens to My Bank Account When I Die

You need money in a checking account, so you can pay your bills on an ongoing basis. You also need money in a savings account for emergency expenses, such as when your roof springs a leak or your car gives you trouble. Read more