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Point Loma Estate Planning

How Do I Update Beneficiary Designations?

April 27, 2025 by admin

Beneficiary designations are crucial components of various financial instruments, including retirement accounts, life insurance policies, and annuities. These designations specify …

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How Do I Change My Will?

April 27, 2025 by admin

What is a Will and Why Do I Need One? A will is a legal document that outlines your wishes …

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How Do Beneficiary Designations Work?

April 27, 2025 by admin

Beneficiary designations are a crucial aspect of estate planning, ensuring that your assets are distributed according to your wishes after …

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How Can I Provide for My Minor Children?

April 27, 2025 by admin

Planning for the future, especially when it involves the well-being of your children, can be a daunting task. As a …

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Recent Posts

  • Can a real estate property be transferred into a trust without triggering a reassessment?
  • What fiduciary duties apply to co-trustees of a testamentary trust?
  • Can a testamentary trust protect against creditors?

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