What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sunshine streamed through the window as Maria, a vibrant elementary school teacher, scrolled through emails, a knot …
The San Diego sunshine streamed through the window as Maria, a vibrant elementary school teacher, scrolled through emails, a knot …
The San Diego sun beat down on the weathered porch of a modest bungalow near Pacific Beach as Maria nervously …
The aroma of saltwater and jasmine hung heavy in the air as Maria and David Hernandez sat across from their …
The San Diego sun beat down on the patio as Maria and David enjoyed a quiet afternoon. They had recently …
The question of whether you can leave separate instructions for each type of asset you own is a common one …
Absolutely, structuring an estate plan to benefit both family and cherished charities is not only possible, but increasingly common, reflecting …
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
The question of whether one can convert an existing irrevocable trust into a Charitable Remainder Trust (CRT) is complex, but …
The question of whether distributions from a trust or estate can be frozen during a criminal investigation is complex and …
The question of where to store your trust documents – with an attorney or at home – is a surprisingly …