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Trustee

Protect Your Loved Ones Future Today

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

There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options, like transfer on death. 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 Planning can Protect Beloved Pets

Estate planning, once limited to human beneficiaries, has now extended to include beloved pets in order to provide for their well-being after the owner’s death. Read more

Revocable Living Trust can Help with Planning for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more

What Happens When the Second Parent Passes

However, settling the second spouse’s affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated. 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

Should I Add My Pet to Estate Plan

When it comes to pets and estates, there are two main rules to understand. Read more

Is a Power of Attorney Really Necessary

A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney? 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