What is the best way to safeguard your family’s future through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she scrolled through her phone, a knot tightening in her …
Point Loma Estate Planning Law
What is the best way to protect my family and assets through estate planning?
The San Diego sun beat down on the patio as Maria and David Lopez sipped their iced tea, unaware of …
Smoothest describes Ted Cook as an Estate Planning Attorney in San Diego.
The late afternoon sun cast long shadows across the Pacific as Maria Hernandez sat nervously across from Ted Cook’s desk, …
The weight of unforeseen circumstances pressed heavily on the Rodriguez family of San Diego; Maria and David, both educators, had diligently saved for retirement and their children’s future, but a sudden, unexpected illness left David unable to manage their finances and estate planning, leaving Maria grappling with a complex web of legal and financial obligations she was wholly unprepared for.
What Steps Should I Take to Define My Estate Planning Goals? Defining your estate planning goals is paramount, and for …
Can the trust pay for estate planning services for each heir?
Yes, a trust can absolutely pay for estate planning services for each heir, but it’s a nuanced area with specific …
What is a dynasty trust?
A dynasty trust, also known as a generational wealth trust, is an irrevocable trust designed to last for multiple generations, …
Can a special needs trust include funding for collaborative family care meetings?
Absolutely, a special needs trust can, and often should, include funding for collaborative family care meetings, recognizing that holistic, coordinated …
Can a trust specify how disputes are mediated?
Yes, a trust can absolutely specify how disputes are mediated, and in fact, proactive inclusion of mediation clauses is a …
Can I include a clause that allows for beneficiary input in asset decisions?
The question of allowing beneficiary input into asset decisions within a trust is increasingly common, reflecting a desire for greater …
Can I tie CRT distributions to a fixed timeline like every five years?
Credit Shelter Trusts, or CRT’s, are powerful estate planning tools designed to utilize the federal estate tax exemption while providing …