How Does a Trust Protect My Assets?
The phone rang, jarring me awake. It was my aunt Beatrice, her voice trembling. “They’re taking everything,” she sobbed. “The …
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How can I ensure my wishes are carried out after I am gone?
The flickering candlelight cast long shadows across the worn family photographs scattered on the table. Sarah stared at them, each …
How do I take charge of solving will-related conflicts near me?
The phone slipped from her trembling hand, clattering onto the hardwood floor. Tears welled in Amelia’s eyes as she reread …
How Can I Protect My Loved Ones Through Careful Estate Planning?
My neighbor, Margaret, was a whirlwind of energy. She volunteered at the animal shelter, ran marathons, and baked legendary pies …
How do I notify someone about concerns with an estate planning lawyer near by
The phone slipped from my clammy hand, clattering onto the worn linoleum floor. My mind raced, a tangled mess of …
Can a charitable remainder trust be used to delay income until retirement?
A charitable remainder trust (CRT) is a powerful estate planning tool that can indeed be used to delay income until …
What happens if my trustee becomes incapacitated?
The question of what happens if your trustee becomes incapacitated is a critical one in estate planning, often overlooked until …
Can the trust pay for insurance premiums on my behalf?
Yes, a properly structured trust can absolutely pay for insurance premiums on your behalf, offering a convenient and often tax-advantageous …
Can a bypass trust distribute education-related technology expenses?
A bypass trust, also known as a Grantor Retained Annuity Trust (GRAT), is a powerful estate planning tool designed to …
Can I require ethical certification from investment managers?
As a San Diego estate planning attorney, I frequently encounter clients deeply concerned about the integrity and ethical conduct of …