Can you include provisions for pet care in my estate plan?
The question of providing for our beloved animal companions after we’re gone is one that increasingly comes up in estate …
San Diego County
Can you help set up a family foundation or donor-advised fund?
Establishing a lasting legacy of charitable giving is a goal many families share, and the two primary vehicles for achieving …
Can you help me understand portability elections between spouses?
Estate planning for married couples often involves strategies to maximize the use of both spouses’ estate tax exemptions. A key …
Can you help me decide if I should use a qualified terminable interest property (QTIP) trust?
Deciding whether a Qualified Terminable Interest Property (QTIP) trust is right for you is a significant step in estate planning, …
Can you help establish a trust for minor children?
Establishing a trust for minor children is a crucial step in ensuring their financial security and well-being, especially in the …
Can you help avoid generation-skipping transfer taxes?
The realm of estate planning can be complex, and understanding taxes like the generation-skipping transfer tax (GSTT) is crucial for …
Can you explain how dynasty trusts work and whether I need one?
Dynasty trusts, also known as generational wealth trusts, are sophisticated estate planning tools designed to keep assets within a family …