What assets can be passed through beneficiary designations?
The Miller family of San Diego recently faced a difficult situation after the unexpected passing of their patriarch, Robert. Robert, …
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The salty air of Ocean Beach held a particular weight for the Martinez family that summer. Maria and David, both …
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The San Diego sun beat down on Maria’s shoulders as she scrolled through legal websites, a knot of anxiety tightening …
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The aroma of salt air hung heavy as Maria clutched the worn photograph, her knuckles white. Her father, David, a …
Can I specify beneficiaries must complete estate planning themselves to inherit?
The question of whether you can *require* your beneficiaries to undertake their own estate planning as a condition of receiving …
Can a trust protector remove or replace the trustee?
The power of a trust protector to remove or replace a trustee is a crucial, yet often misunderstood, aspect of …
Can I include digital assets in my estate plan?
The question of whether you can include digital assets in your estate plan is increasingly relevant in our modern, digitally-driven …
Can I condition travel-related trust benefits on carbon-offset purchasing?
The idea of tying trust benefits—funds earmarked for travel or experiences—to environmentally responsible actions like carbon offsetting is gaining traction, …
Can a special needs trust cover speech-to-text technology subscriptions?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a key component of that …
Should I notify benefit agencies when funding the trust?
Funding a special needs trust (SNT) is a significant step in securing the future for a loved one with disabilities, …