Excusing the potential complexities of life, proactive estate planning is paramount for individuals of all ages and financial standings.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her husband, David, had …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine streamed through the window as Maria scrolled through old photos on her phone. Her parents, Elena …
What is the most effective way to safeguard your family’s future through comprehensive estate planning?
The salt air hung heavy with a sense of foreboding as Maria sat across from me, tears welling in her …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria and David’s patio as they discussed their future, a future they’d carefully …
Can I require that trust-held properties be maintained to green building standards?
Absolutely, you can incorporate requirements for green building standards into the management of properties held within a trust, although the …
Can I name a corporate trustee in a testamentary trust?
Yes, you absolutely can name a corporate trustee in a testamentary trust, and in many cases, it’s a very prudent …
Can a special needs trust help with legal identity corrections or changes?
Navigating the legal landscape for individuals with special needs is already complex, and often intertwined with ensuring accurate legal identification …
Can I link trust disbursements to cost-of-living indexes?
Yes, linking trust disbursements to cost-of-living indexes is a common and increasingly popular method to ensure a trust’s distributions maintain …
Can I link trust distributions to inflation?
The question of whether you can link trust distributions to inflation is a common one for beneficiaries and trustees alike, …
Can I integrate my estate plan with family philanthropy goals?
Yes, absolutely, integrating your estate plan with family philanthropy goals is not only possible but a powerful way to solidify …