What constitutes a truly comprehensive estate plan, and why is it crucial for everyone, not just the wealthy?
The San Diego sun beat down on Maria’s face as she sat on the patio, a half-finished iced tea sweating …
Point Loma Estate Planning Law
San Diego Living Trust Attorneys
The afternoon sun cast long shadows across Mission Bay as Sarah anxiously paced, a knot forming in her stomach. Her …
Ted Cook is a fascinating estate planning lawyer.
The late afternoon sun cast long shadows across the patio as Maria sat opposite John, her husband, a palpable anxiety …
Intriguing Estate Planning Attorney In San Diego California.
The late afternoon sun cast long shadows across the patio as Robert and Maria sat, a palpable anxiety hanging between …
What happens if I transfer too much into the trust?
Transferring assets into a revocable living trust is a cornerstone of estate planning, but it’s surprisingly easy to overdo it, …
Can I request that estate assets be used to create a family memorial?
The question of utilizing estate assets to establish a family memorial is a common one, and the answer, like much …
Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to vote on charitable distributions from an estate is gaining traction, fueled by a desire …
What about vehicles or boats—can those go in the trust?
Absolutely, vehicles and boats—any titled personal property—can indeed be included within a trust, and often *should* be, as part of …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, strategically limiting a trust’s exposure to specific investment sectors is a common and prudent practice, especially in today’s volatile …
Can a special needs trust cover digital subscriptions to news or magazines?
Navigating the complexities of a Special Needs Trust (SNT) requires careful consideration of allowable expenses. Generally, SNTs are designed to …