Why Is Estate Planning Important For Business Owners In San Diego?
Estate planning is the process of creating a strategy for managing one’s assets and distributing them after death. It involves making important decisions regarding financial affairs, healthcare wishes, and guardianship of minor children. Estate planning is the process of creating a strategy for managing one’s assets and distributing them after death. It involves making important […]
Asset Protection Planning for your Beneficiaries
How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. An outright gift provides no protection, and no direction. How Do I Love You? Let Me Show the Ways How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. […]
What happens to your Estate Plan if you get a divorce?
California has a law that after divorce, any gifts in your Will to your now ex-spouse are revoked. Even so, it is best to create an entirely new Will. What happens to your Estate Plan if you get a divorce? Divorce is a mess. I know first-hand. There are several things you should consider after […]
Was Your Estate Plan Designed Just for You?
If you’d like a truly custom Estate Plan, and not a “fill in the blanks” style product that you don’t really understand, consider calling me. Was Your Estate Plan Designed Just for You? Perhaps you already had an estate plan drafted for you that includes all the proper documents including a Revocable Living Trust, Pour-Over […]
