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The San Diego sun beat down on Maria’s shoulders as she sorted through a box of her father’s belongings. He’d …
Point Loma Estate Planning Law
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The aroma of saltwater and the distant cries of gulls usually brought a sense of peace to Maria Rodriguez, but …
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The salt air hung heavy with worry as Maria paced her small kitchen overlooking Pacific Beach. Her husband, David, a …
Can estate planning include Medicaid planning?
Yes, estate planning can absolutely include Medicaid planning, and increasingly it *should*, especially for individuals concerned about the potential costs …
Can the trust be used to pay taxes owed by the beneficiary?
Generally, a trust *can* be used to pay taxes owed by a beneficiary, but it’s not a simple yes or …
Can the trust include rotating advisory roles for community stakeholders?
Establishing a trust is a powerful way to manage assets and ensure your wishes are carried out, but the possibilities …
What is a grantor trust vs. a non-grantor trust?
Understanding the difference between grantor and non-grantor trusts is crucial when navigating estate planning, as it significantly impacts tax liabilities …
Can I establish a grievance resolution panel within the trust?
Establishing a grievance resolution panel within a trust is an innovative, though complex, idea that can provide a structured method …
Can the trust fund memberships to professional organizations for heirs?
The question of whether a trust can fund memberships to professional organizations for heirs is a surprisingly common one, especially …