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What’s the Most Important Step in Farm Succession?

January 26, 2023
Succession and estate planning is difficult and time-consuming. However, it is also a key step for a business that can grow into the future.
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Can You Gift Money on Your Deathbed?

January 19, 2023
One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?
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How Does a Business Owner Create an Exit Strategy?

January 12, 2023
You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.
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Rapper Coolio’s Probate Demonstrates Importance of Having an Estate Plan

January 6, 2023
While many still mourn the unexpected and untimely death of the rapper Coolio on September 28, 2022, many estate planning attorneys and financial professionals are pointing out the financial and tax implications of his not having done an estate plan. Whenever there is a high-profile death involving famous celebrities or other high profile and high […]
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What Happens to Digital Assets After Death?

December 29, 2022
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
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Does the Way I Title My Assets Have an Impact on My Estate?

December 19, 2022
The way in which assets are titled can be vital.
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What is a Life Estate?

December 15, 2022
Chances are, your home is full to the brim with cherished memories of family and friends. But, as you get older, you may start wondering what exactly will happen to your home when you pass away. Fortunately, a life estate can take away the uncertainty of this thought by legally assigning an heir to receive your property without interference from court proceedings.
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What You Need to Do After a Spouse Dies

December 13, 2022
In many marriages, one spouse manages the finances and the other manages the day-to-day household decisions and maintenance. But what if your spouse tragically, suddenly, passes away?
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What Assets Should Be Considered in Estate Planning?

December 5, 2022
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
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Is a Living Will the Same as an Advance Directive?

November 28, 2022
Most people think of wills as written instructions for use after death. In contrast, living wills provide your instructions for continuing or halting life-sustaining healthcare while you’re alive.
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12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

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