There are important differences between the two types of trusts, including the amount of control you’ll have over your assets. Read more
Estate Planning Attorney
Estate planning attorneys and probate and trust administration attorneys in San Diego play crucial but distinct roles in the legal processes involving legacy planning, asset distribution, and wealth preservation. 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 …
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
Estate planning involves taking inventory of your assets and liabilities and deciding how your survivors deal with those upon your death. 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 …
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
