Can you provide checklists or guides for organizing estate planning information?
Estate planning, while often perceived as a task for ‘someday,’ is a vital process that safeguards your assets and ensures …
San Diego County
Can you include contingency plans if all primary beneficiaries predecease me?
Estate planning, at its core, is about ensuring your wishes are honored and your loved ones are provided for, even …
Can you help review or revise an outdated trust created in another state?
Navigating estate planning can feel like charting unfamiliar waters, especially when a trust established in another state requires review or …
Can you help me plan for potential incapacity?
Planning for potential incapacity is a critical, yet often overlooked, aspect of comprehensive estate planning. It’s not simply about what …
Can you help me avoid double taxation of retirement accounts?
Navigating the complexities of retirement planning often brings up the concern of double taxation – the idea that your hard-earned …
Can you help ensure my estate plan reflects values around social justice or equality?
Many individuals today are deeply committed to principles of social justice and equality, and increasingly, they want these values reflected …
Can you explain the differences in trust distribution standards like HEMS?
Navigating the world of trust distribution can be surprisingly complex, far beyond simply handing assets to beneficiaries. Different states, and …