How does a testamentary trust work?
A testamentary trust, established within a will, is a powerful estate planning tool that dictates how and when assets are …
How does a testamentary trust differ from a custodial account for minors?
Navigating the world of estate planning for families with minor children often presents a crucial decision: choosing between a testamentary …
How does a living trust impact Medicaid planning?
Navigating the complexities of Medicaid eligibility while simultaneously seeking to protect assets can feel like charting a course through a …
How do you plan for heirs who are minors or have substance abuse issues?
Estate planning is often viewed as a straightforward process of designating assets to loved ones. However, when heirs are minors …
How do you handle portability of unused estate tax exemption between spouses?
The concept of estate tax exemption portability is a crucial aspect of modern estate planning, allowing married couples to effectively …
How do you handle clients who want different plans for different heirs?
Estate planning, at its core, is about reflecting a client’s wishes and values. Often, those wishes aren’t uniform when it …
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 …
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 …