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No Inheritance Tax for King Charles III

October 14, 2022 •
King Charles III has ascended to the U.K. throne, but he won't have to pay the U.K.'s inheritance tax on the massive wealth he inherits from his late mother, Queen Elizabeth II. That's because of a deal the royals made with the government nearly 30 years ago.
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Creating a Legacy Through Charitable Giving

September 30, 2022 •
Thoughts on creating a legacy through charitable giving often begin later in life, when children are grown, with children of their own. Thoughts of charitable giving often coincide with grandchildren heading back to school when the pleasure of long summer visits come to a close. This is often the time to add deeper meaning and […]
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Can I Retire in a Bear Market?

September 23, 2022 •
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
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Retirement Feels Like Summer All Year Long

September 16, 2022 •
After a long and busy career, you’re getting ready to retire or you’ve just retired. It’s about to be summer all year long—the days are as busy or as easy as you choose. Your time, at last, is your own. Now would be a good time to get your estate planning in order, when the […]
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How Can I Choose an Estate Planning Lawyer?

September 12, 2022 •
Planning for the future provides protection and peace of mind, so it becomes increasingly important to seniors as they approach their twilight years.
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Don't Forget These Legal Documents When Your Kid Goes to College

September 6, 2022 •
The lists of supplies get longer every year, from mini-fridge to gaming systems. But don’t neglect the legal documents your young adult will need when they start this exciting next stage of their lives. The thing is, when children turn 18, the law considers them to be adults. Once this happens, parents no longer have […]
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It's Make-A-Will Month!

August 31, 2022 •
New holidays have been popping up left and right in recent years, from Best Friend Day to National Bagel Day. Some would say not everything is worth celebrating and find it rather silly to commemorate every little thing, especially something as "insignificant" as a bagel. In contrast, others choose to honor & embrace these holidays […]
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Do Young Adults Need a Will?

August 15, 2022 •
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
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Why Do I Need a Will?

August 8, 2022 •
There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.
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What Is the Purpose of a Marital Deduction Trust?

August 1, 2022 •
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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San Diego, CA 92130-2071

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