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What’s a ‘Pot Trust’?

March 23, 2023
A pot trust, also referred to as a discretionary, sprinkling or common pot trust, is a type of trust that can be used by families to pass on assets. With this type of trust, minor children serve as beneficiaries with a trustee that oversees the management of trust assets. The trustee has discretionary power to decide how the trust funds are used to pay for the care and needs of beneficiaries.
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What Penalties Hurt Retirement Accounts?

March 9, 2023
The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.
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The Most Important Part of an Estate Plan Is Planning for Living

March 3, 2023
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
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The Greatest Gift of Love You Can Give to Your Children

February 21, 2023
Surely you planned something special for your partner for Valentine's Day last week, but what about your children? They say there is nothing like a parent's love for their children. So, why not give them a gift? Something that can benefit & protect them for years to come. After all, the month of love is […]
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What is Better Than Chocolate & Flowers on Valentine’s Day?

February 15, 2023
Flowers and chocolate make for a classic gift on Valentine's Day. However, such a gift may become mundane after a while. Surely your partner would appreciate an additional gift. Perhaps, a gift that can be beneficial to you as well? Sounds nice, doesn't it? Bonus—this gift can benefit you both for the rest of your […]
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What is the Greatest Gift of Love You Can Give Your Pet?

February 7, 2023
Valentine’s Day is a day to celebrate love and companionship, two categories your pet surely falls under.  Unfortunately, you can’t give your pet the classic rose and chocolate combo.  For one, most pets cannot consume chocolate. Flowers can be poisonous to the average pet as well.  So, what is the perfect gift for your pet? […]
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What’s the Most Important Step in Farm Succession?

January 26, 2023
Succession and estate planning is difficult and time-consuming. However, it is also a key step for a business that can grow into the future.
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Can You Gift Money on Your Deathbed?

January 19, 2023
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
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How Does a Business Owner Create an Exit Strategy?

January 12, 2023
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
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Rapper Coolio’s Probate Demonstrates Importance of Having an Estate Plan

January 6, 2023
While many still mourn the unexpected and untimely death of the rapper Coolio on September 28, 2022, many estate planning attorneys and financial professionals are pointing out the financial and tax implications of his not having done an estate plan. Whenever there is a high-profile death involving famous celebrities or other high profile and high […]
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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