Estate Planning Blog

Creating your family’s financial, intellectual and spiritual wealth legacy.
Home » Estate Planning » Page 3

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.
Read More

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.
Read More

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.
Read More

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.
Read More

What are the Advantages of a Business Trust?

July 22, 2022
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
Read More

What Happens If My Partner Dies & We’re Not Married?

July 18, 2022
All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.
Read More

How Do Special Needs Trusts Work?

July 14, 2022
Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.
Read More

What Is Better, a Trust or a Will?

July 8, 2022
Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.
Read More

Did Actor Ray Liotta Have an Estate Plan?

July 8, 2022
After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.
Read More

Maintaining Independence as We Age

July 1, 2022
Happy 4th of July! Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and […]
Read More

Speak With An Attorney

Book a Call

Stay Informed

Subscribe Now

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

Phone: (858) 465-8001
Review Us
Hatley Law Group, APC

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

Directions to Our Law Office
Integrity Marketing Solutions - Estate Planning Marketing
Powered by