Estate Planning Blog

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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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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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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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