What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine beamed through the kitchen window as Sarah nervously stirred her coffee. Her husband, Mark, sat across …
The San Diego sunshine beamed through the kitchen window as Sarah nervously stirred her coffee. Her husband, Mark, sat across …
The aroma of saltwater and jasmine hung heavy in the air as Maria adjusted the floral arrangement on her kitchen …
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea. Her brother, David, had …
The late afternoon sun cast long shadows across the patio as Maria sat with her brother, David, nervously reviewing documents. …
The question of whether you can require trustees to recertify investment ethics annually is a complex one, deeply rooted in …
A power of attorney (POA) is a vital estate planning tool that allows you to appoint someone you trust—your “agent”—to …
As an estate planning attorney in San Diego, I often get asked about ways to protect those taking on the …
Yes, a trust can absolutely require the remainder charity to meet specific impact benchmarks, and this is becoming an increasingly …
Absolutely, you can designate a non-relative to manage your estate, and it’s a surprisingly common and often advantageous choice; while …
The concept of a family council advising a trustee is becoming increasingly popular, particularly in complex estate planning scenarios involving …