What Unique Challenges Do High-Net-Worth Individuals Face In San Diego Estate Planning?
High-net-worth individuals (HNWIs) in San Diego face unique challenges in estate planning due to the complexity and magnitude of their assets. With significant wealth comes the responsibility of managing a diverse portfolio that may include real estate, investments, businesses, and collectibles. High-net-worth individuals (HNWIs) in San Diego face unique challenges in estate planning due to […]
What Are Estate Taxes, And How Are They Different From Inheritance Taxes In San Diego?
Estate taxes and inheritance taxes are two distinct types of taxes that individuals may encounter upon the death of a loved one. Understanding the difference between them is crucial, especially within specific jurisdictions such as San Diego, California. Estate taxes and inheritance taxes are two distinct types of taxes that individuals may encounter upon the […]
What Are The Primary Taxes I Should Be Aware Of When Estate Planning In California?
When it comes to estate planning, taxes are an important factor to consider. In the state of California, there are several taxes to be aware of when planning for your estate. Here are the primary ones you should keep in mind… When it comes to estate planning, taxes are an important factor to consider. In […]
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 […]
