What steps should I take to protect my family and assets through estate planning?
The San Diego sun beat down as Michael and Sarah nervously sat across from their financial advisor. They were a …
The San Diego sun beat down as Michael and Sarah nervously sat across from their financial advisor. They were a …
The salty air hung heavy with regret as Maria, a vibrant artist in her late thirties, sat overlooking the Pacific …
The San Diego sunshine streamed through the kitchen window as Maria stared at the stack of bills, a knot tightening …
The afternoon sun cast long shadows across the patio as Maria nervously stirred her iced tea. Her brother, David, had …
Absolutely, combining a testamentary trust with a revocable living trust is a sophisticated yet effective estate planning strategy employed by …
A testamentary trust, established through a will and taking effect after death, presents a unique set of considerations when dealing …
The question of whether a special needs trust (SNT) can cover parental leave for a caregiver who is also a …
As an estate planning attorney in San Diego, I frequently encounter clients who aren’t just seeking legal documents; they’re seeking …
The question of whether a bypass trust can benefit a child’s guardian following the death of both parents is a …
The question of whether one can utilize a do-it-yourself (DIY) will service to establish a testamentary trust is complex and …