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No Will? What Happens Now Can Be a Horror Show

April 13, 2022
It's hard for a family to recuperate when the patriarchs and matriarchs have gone to glory, leaving a battle for who will carry the family's leadership role and manage the family's transition of wealth.
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Why Shouldn’t I Wait to Draft my Will?

April 12, 2022
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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Should I have a Discretionary Trust in My Estate Plan?

April 11, 2022
A discretionary trust is a type of trust that can be established on behalf of one or more beneficiaries.
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How Does Gift Tax Exclusion Work?

April 8, 2022
In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
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What are the Pitfalls of a Charitable Remainder Trust?

April 7, 2022
A charitable trust can be set up in different ways and have various tax impacts. Two common types are the charitable remainder trust and the charitable lead trust. There are also variations within these categories.
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What Helps Create the Best End-Of-Life Plan?

April 6, 2022
A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.
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Cryptocurrency and Estate Planning: What Executors Need to Know

April 5, 2022
My dad is investing in cryptocurrency! I know nothing about it and, frankly, I am not interested in learning. I think it is a passing fad. When he dies and I am responsible for the distribution of his estate to my siblings, do I need to address the crypto?
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Is It Important for Physicians to Have an Estate Plan?

April 4, 2022
Given their salaries and the chances of getting sued, physicians should strongly consider estate planning early in their careers.
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How Do I Talk to My Parents About Estate Planning?

April 1, 2022
If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. But because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off — and even more pleasing to avoid them altogether. If there’s a lesson to be learned from the pandemic, however, it’s that waiting until the last minute to prepare is seldom a good idea.
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How Do I Protect Myself and My Children in a Second Marriage?

March 31, 2022
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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