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Trust

Comprehensive estate planning involves more than just planning for your legacy after your death, avoiding probate, and reducing taxes. Good estate planning also appoints people to make legal, financial, and medical decisions for you if you are alive but unable to make those decisions for yourself (in other words, if …

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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

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

Can You Successfully Disinherit a Family Member

If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything? Read more

Navigating the complexities of estate planning is particularly crucial for those with substantial assets. High-net-worth individuals and families often face unique challenges in securing their legacy, managing estate taxes and ensuring that their wishes are honored. Understanding high-net-worth estate planning strategies can make a significant difference in preserving wealth for …

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