What is the best way to protect your family and assets through a comprehensive estate plan?
The San Diego sun beat down on the patio as Maria and David enjoyed their morning coffee. They had built …
Point Loma Estate Planning Law
What is an estate freeze?
The Ramirez family, nestled in the coastal community of Carlsbad, California, experienced a jarring reality check when patriarch, David Ramirez, …
Will and Trust Lawyers near 92107 zip code.
The San Diego sun beat down on the patio as Sarah nervously stirred her iced tea, a knot tightening in …
Accomplished Estate Planning Attorney Near Me.
The San Diego sun beat down on the patio as Maria nervously sipped her iced tea, a knot forming in …
What is a discretionary testamentary trust?
A discretionary testamentary trust is a powerful estate planning tool created within a will, allowing a trustee to distribute assets …
Can I use estate planning to support multi-generational caregiving?
The increasing prevalence of multi-generational households, where grandparents, parents, and children live under one roof, presents unique financial and logistical …
Is trustee compensation tax-deductible?
Serving as a trustee is a significant responsibility, demanding time, skill, and dedication. While often a labor of love, especially …
What are the trustee’s duties and responsibilities?
Serving as a trustee is a significant undertaking, demanding a thorough understanding of legal obligations and a commitment to acting …
Can an irrevocable trust hold a safe deposit box?
The question of whether an irrevocable trust can hold a safe deposit box is a common one, and the answer …
Can a CRT fund transitional housing for veterans?
Community Reinvestment Trusts (CRTs) are increasingly versatile tools in estate planning, moving beyond simple asset protection and charitable giving to …