In our regularly updated blog, we discuss topics such as why everyone needs an estate plan, what common mistakes to avoid, and when your plan should be updated. Review our posts to learn more about the world of estate planning, then call to schedule a consultation with our experienced estate planning and asset protection attorney.
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Wills vs. Trusts: Choosing the Right Path for Your San Diego LegacySecure your San Diego legacy & loved ones! Unravel the mysteries of wills & trusts, dispel common myths, and explore options to craft a robust estate plan. Ensure your wishes are heard, assets protected, and loved ones cared for – for lasting peace of mind and a worry-free future. Take control of your legacy today!
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Debunking Myths and Protecting Your Legacy: A Comprehensive Guide to Estate Planning in San DiegoExplore the truth about estate planning in San Diego with our comprehensive guide. Debunk myths, secure your legacy, and navigate the intricacies of planning for the future. Ensure peace of mind with expert insights on safeguarding your assets and making informed decisions for a secure financial legacy.
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The Power of Family CorporationsUnlock the potential of family corporations in estate planning: preserve wealth, optimize taxes, and foster family unity for a prosperous future.
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ABLE Accounts: A Guide for California Estate PlanningDiscover how CalABLE accounts can benefit estate planning for individuals with disabilities. Plan for a brighter financial future with practical tips.
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Leveraging a Limited Liability Company in Your EstateAdding a Limited Liability Company (LLC) to your estate plan is one strategy to reduce liability and protect your assets.
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Why Keeping Your Classic Cars in a Trust is Smart Estate PlanningOwning a collectible car in your name exposes you to liabilities that could result in losing the collection in a lawsuit.
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Last Will and TestamentA will is a legal document that tells the court how you want your property to pass to your loved ones and sometimes your favorite organizations or charities.
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What Are Revocable Living Trusts and How Do They Work?Living Trusts are the foundational documents in almost all well-crafted estate plans.
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How Can You Put a Value on a Stay-at-Home Parent?A stay-at-home parent's true value is oftentimes overlooked and underappreciated. Their unexpected death can leave a family shaken and unprepared.
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Estate Planning Considerations for Age Gap CouplesThe number age gap couples is increasing with celebrity and everyday couples. And while we may not choose who we love or their ages, a significant age gap between couples is a crucial factor in financial and estate planning.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.
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Do You Need a California Qualified Personal Residence Trust?If your estate value is near the exemption threshold you may want to consider a Qualified Personal Residence Trust as an estate planning tool.