What exactly constitutes a comprehensive estate plan for someone living in San Diego?
The Garcia family, residents of the 92139 zip code, were, like many others, operating under the assumption that estate planning …
The Garcia family, residents of the 92139 zip code, were, like many others, operating under the assumption that estate planning …
The San Diego sunshine streamed into the kitchen as Sarah nervously stirred her coffee. Her father, Robert, a retired marine, …
The afternoon sun cast long shadows across the patio as Sarah nervously smoothed the papers on the table, a knot …
The San Diego sun beat down on Maria’s face as she stared at the overflowing boxes in her garage, a …
A testamentary trust is a powerful estate planning tool that can indeed play a crucial role in ensuring the smooth …
The question of whether a special needs trust (SNT) can fund executive functioning workshops is a common one for families …
Testamentary trusts, created through a will and taking effect after death, offer significant flexibility in governing how assets are managed …
Absolutely, a special needs trust can, and often *should*, include provisions for a future housing feasibility assessment, recognizing that the …
The question of controlling how beneficiaries spend trust assets, particularly regarding “luxury” items, is a common one for Ted Cook …
The question of whether a trust can require beneficiaries to submit net worth statements is complex, deeply rooted in the …