Estate Planning Blog

Creating your family’s financial, intellectual and spiritual wealth legacy.
Home » Blog

What are the Advantages of a Business Trust?

July 22, 2022
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
Read More

What Happens If My Partner Dies & We’re Not Married?

July 18, 2022
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Read More

How Do Special Needs Trusts Work?

July 14, 2022
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Read More

What Is Better, a Trust or a Will?

July 8, 2022
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Read More

Did Actor Ray Liotta Have an Estate Plan?

July 8, 2022
After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
Read More

Maintaining Independence as We Age

July 1, 2022
Happy 4th of July! Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and […]
Read More

When Retirement Feels Like Independence Day

June 28, 2022
After decades devoted to work, you’re ready to retire and celebrate your own personal Independence Day. Your plans might include spending more time with the family, visiting America’s National Parks, or ramping up your volunteer work. You might even be thinking about starting a business. Whatever your plans for retirement, it’ll be your choice. Getting […]
Read More

Preparing Young Adults for Independence

June 25, 2022
If you read history, you know American independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and as a result, every July 4th we celebrate our nation’s independence. If you’ve got a young adult in your life, you know they’re often fighting in their […]
Read More

What Young Fathers Need to Know About Estate Planning & Protecting Growing Families

June 17, 2022
In June we celebrate Father’s Day, honoring dads who devote themselves to raising children and building families. New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying and leaving young children without loving parents is unimaginable, it does happen. Minor children need the […]
Read More

Caring For Your Aging Dad As You Approach Retirement

June 15, 2022
Dad’s aging, now what?  It’s hard for men to see their fathers age, although the alternative is worse. Dad doesn’t want your help with anything. He can still take care of his finances, drive his own car, and make repairs to the house. But sooner or later, whether he wants to admit it, he will need your […]
Read More

Speak With An Attorney

Book a Call

Stay Informed

Subscribe Now

12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

Phone: (858) 465-8001
Review Us
Hatley Law Group, APC

12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

Directions to Our Law Office
Integrity Marketing Solutions - Estate Planning Marketing
Powered by