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What Is a Trust and How Does It Work?

March 23, 2022
Trusts are often associated with the rich. However, the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
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Can You Set Up a Trust After Death?

March 22, 2022
In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
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Are Millennials Estate Planning?

March 21, 2022
As the coronavirus pandemic increased anxiety and upended many lives, it led U.S. millennials to get more serious about end-of-life planning.
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Can Estate Planning Reduce Taxes?

March 18, 2022
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
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When Can Estate Assets Be Distributed?

March 17, 2022
Many estate executors focus on estate taxes and forget about income taxes. That can be an expensive mistake.
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What Does An Estate Plan Include?

March 16, 2022
A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
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Should I have a Charitable Trust in My Estate Plan?

March 15, 2022
A charitable trust allows you to donate assets to a chosen tax-exempt charitable organization or nonprofit and comes with certain tax benefits to help you minimize what you might owe to the government.
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How Do I Set Up an Estate Plan to Help Grandchild with Special Needs?

March 14, 2022
Estate planning is not a requirement. No one can force you to make your will, create a power of attorney or to own your property in a way to avoid probate. As a result, people too often let common estate planning excuses stand in their way.
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When Should I Update My Estate Plan?

March 11, 2022
Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
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Do I Need an Attorney for Probate?

March 10, 2022
A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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