What is the best way to protect your family’s future through comprehensive estate planning?
The salty air of Ocean Beach carried a sense of unease for the Miller family. Sarah and David, both in …
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The warm San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her husband, David, …
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The San Diego sun beat down on Maria’s shoulders as she stared at the probate notice, a cold knot forming …
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The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. She and her husband, …
Can I include planning for future family expansion (adoption, IVF, etc.)?
Estate planning is often perceived as solely for those nearing the end of life, or with significant assets to protect, …
Can I use a charitable remainder trust to provide for my children?
A charitable remainder trust (CRT) is a sophisticated estate planning tool often considered for philanthropic individuals, but its applicability to …
Is a revocable trust public record?
A revocable trust, often called a living trust, is a foundational tool in estate planning, allowing individuals to control their …
Can I reward intergenerational teaching or mentorship within the family?
The desire to foster connection and knowledge transfer between generations is a beautiful one, and the question of formally “rewarding” …
Can I create tiered beneficiary access based on personal milestones?
The question of whether you can structure beneficiary access to funds based on personal milestones is a fascinating and increasingly …
Can a testamentary trust hold antiques or artwork?
Testamentary trusts, established through a will and taking effect after death, are versatile tools for managing and distributing assets. A …