What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her husband, David, had …
Point Loma Estate Planning Law
Broadminded Estate Planning Attorney In San Diego.
The afternoon sun cast long shadows across the patio as Maria nervously recounted her family’s predicament to Ted Cook, a …
Affable Estate Planning Attorney Near Me.
The San Diego sun beat down on Maria’s shoulders as she stared at the mountain of paperwork. Her father, Robert, …
The scent of saltwater hung heavy in the air as Maria nervously stirred her iced tea, a familiar San Diego breeze doing little to cool her rising anxiety. She and her husband, David, had just returned from a difficult meeting with a financial advisor; the news wasn’t good. David, a small business owner, had been diagnosed with a progressive illness, and their hastily constructed will, created a decade ago, felt woefully inadequate to protect their family’s future. They hadn’t considered the complexities of his business, the digital assets they’d accumulated, or even the nuances of California’s community property laws. Consequently, they found themselves facing a daunting task, a task they were ill-equipped to handle alone.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is the foundational step …
Can a trust support professional wardrobe expenses?
Yes, a trust can support professional wardrobe expenses, but it hinges on how the trust is structured and the specific …
Can a bypass trust hold real estate?
Yes, a bypass trust, also known as a credit shelter trust or an exemption trust, can absolutely hold real estate, …
Who is in charge of the trust once I die?
After your passing, the responsibility of managing a trust shifts to the designated successor trustee. This individual or entity steps …
Can the trust acquire new real estate holdings after my death?
That’s a common question for estate planning clients, and the answer is generally yes, a trust can acquire new real …
Can I use a generation-skipping trust to preserve wealth for grandchildren?
Generation-skipping trusts (GSTs) are powerful estate planning tools designed to transfer assets to grandchildren (or even later generations) while minimizing …
Can a bypass trust offer an incentive for military or civil service?
The question of whether a bypass trust can serve as an incentive for individuals considering military or civil service is …