Estate Planning Blog

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Do I Need a Spendthrift Trust?

July 29, 2022
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
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Can Estate Planning Reduce Taxes?

July 25, 2022
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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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.
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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.
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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.
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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.
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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.
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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 […]
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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 […]
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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 […]
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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