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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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What Can I Do Instead of a Stretch IRA?

March 30, 2022
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
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Do You Have to Pay Taxes on Inherited IRAs?

March 29, 2022
Tax rules on individual retirement accounts (IRAs) are different for inherited IRAs. Some differences are positive.
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Do You Need a Revocable or an Irrevocable Trust?

March 28, 2022
There are two main kinds of trusts: revocable and irrevocable.
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Can I Split My Inheritance with My Sibling?

March 25, 2022
In order to give your brother half of the assets in the IRA, you will have to liquidate a portion of the account and pay the taxes on the liquidated amount if it’s a traditional IRA.
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Can I Add Children’s Names to my House Deed?

March 24, 2022
It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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