What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the weathered porch of a small bungalow in Ocean Beach, where Maria and …
The midday sun beat down on La Jolla, but inside the cozy office of Ted Cook, the atmosphere was one of quiet concern. Sarah and Mark Peterson, a couple in their early forties, sat opposite him, their faces etched with worry. They had just received a devastating phone call—Mark’s mother, Helen, had suffered a stroke and was unable to communicate her wishes regarding her estate. Consequently, the family was facing a potentially lengthy and expensive probate process, a situation they were ill-prepared for.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is paramount; it’s the …
Could a comprehensive estate plan truly safeguard your family’s future?
The San Diego sun beat down on the Hernandez family as they gathered for their annual barbecue. Maria and David, …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she stared at the paperwork, a knot tightening in her …
Can a bypass trust provide monthly allowances instead of lump sums?
The question of whether a bypass trust – also known as a marital trust or an A-B trust, though increasingly …
Do I need to list specific assets in the will to fund the trust?
The question of whether you need to specifically list assets in your will to fund a trust is a common …
How do I prevent disputes among beneficiaries?
Disputes among beneficiaries are unfortunately common occurrences in estate administration, often stemming from misunderstandings, emotional attachments to property, or perceived …
Can a special needs trust cover disaster preparedness kits?
The question of whether a special needs trust can cover disaster preparedness kits is a crucial one, particularly in a …
Can I include protection against economic downturns in the trust terms?
The question of safeguarding a trust against economic volatility is a crucial one for many individuals planning for the future, …
Can I establish feedback loops for heirs to influence trust structure?
The idea of allowing heirs to influence the structure of a trust, while seemingly counterintuitive to the traditional notion of …