admin What happens to your assets when you’re no longer here to manage them?
Sarah and David, a couple residing in San Diego, believed they had ample time to address estate planning. They were …
The salt air hung heavy with worry as Maria navigated the crowded streets of Ocean Beach, clutching a worn folder …
The San Diego sun beat down on the patio as Maria nervously scrolled through her phone, a knot tightening in …
Have you ever considered what would happen to your loved ones if you were no longer here to provide for them?
What Are Your Core Estate Planning Goals? Defining your estate planning goals is the foundational step, yet often overlooked, in …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Yes, you absolutely can direct that your estate support specific political or advocacy causes, but it’s a surprisingly complex area …
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be structured as …
Yes, a trustee can absolutely be sued by a beneficiary, and these suits are, unfortunately, becoming increasingly common as the …
The question of whether you can limit distributions from a trust to beneficiaries who adhere to a “net-zero lifestyle” is …
The question of whether a trust can be utilized to retain expert witnesses in legal matters involving a beneficiary is …