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 a bypass trust provide funding for professional certifications?
Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of federal and …
Can I limit access to trust records for certain parties?
The question of controlling access to trust records is a common one for individuals establishing trusts, and the answer is …
Can a testamentary trust specify use of ethical banking institutions?
Testamentary trusts, established through a will and taking effect after death, offer a degree of control over asset distribution even …
Can a special needs trust support organizational memberships tied to the disability?
The question of whether a special needs trust (SNT) can cover organizational memberships related to a beneficiary’s disability is a …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one for individuals engaging in …
Can the Trust Pay for Estate Management Software?
The question of whether a trust can pay for estate management software is a common one for Ted Cook, a …