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How Does a Trust Fund Work?

April 20, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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How Do You Get a Power of Attorney?

April 18, 2022
To get power of attorney (POA), the person granting you that power must name you as the agent to have the powers specified in the POA document. It must be signed by the giver while s/he is sound of mind.
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What are the Current Gift Tax Limits?

April 15, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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How to Handle Digital Assets in a Will

April 14, 2022
The rapid rise in circulation and growing popularity of cryptocurrencies is prompting attorneys and estate planners to adjust, as digital assets are inherited through wills, trusts and estates, according to experts who warn of the danger of lost or misappropriated assets.
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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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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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