How do you approach estate planning for clients with estranged family members?
Estate planning is often viewed as a straightforward process, but it becomes significantly more complex when clients have strained or …
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Is there an app for managing trust records?
The digital age has revolutionized nearly every aspect of our lives, and estate planning is no exception. While the idea …
Is it legal to create a trust without informing family members?
The question of whether it’s legal to create a trust without informing family members is surprisingly common, and the answer …
Is a Trust a Substitute for a Complete Estate Plan?
Many individuals in San Diego, and across the nation, often believe that creating a trust automatically equates to having a …
Is a Testamentary Trust Better Than a Revocable Trust?
The question of whether a testamentary trust is “better” than a revocable trust isn’t about one being universally superior; rather, …
Is a Living Trust Suitable for Single Individuals?
The question of whether a living trust is suitable for single individuals is one Ted Cook, a Trust Attorney in …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in asset protection and estate planning, aren’t “set it and forget it” tools. Many …
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There will also be no income tax on payments paid to the grantor from a sale. I am in dire …
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