When you become the administrator of someone’s probate estate, you take on significant responsibilities. The most important thing, as pointed out by the American Bar Association, is to remember that you must act as a fiduciary in everything you do. In other words, you...
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Estate planning and revocable vs irrevocable trusts
If your career is winding down and retirement is on the horizon, the subject of estate planning may be on your mind. There are many effective estate planning tools including revocable and irrevocable trusts. But what is the difference between them, and which one is...
Can you avoid estate taxes?
As you get deeper and deeper into the estate planning process in San Diego, you start to see that one of its main purposes is to help you maximize the assets you have to pass on to your beneficiaries. Yet one liability you may think that you cannot avoid is estate...
The advantages of a special needs trust
If you are thinking about creating a trust, we realize that you likely have a myriad of questions and concerns. Estate planning often brings up a lot of uncertainty and many people struggle with various aspects of the estate planning process, from figuring out the...
The Basics Of A Living Trust
If you have yet to make an estate plan, chances are good that you have heard the term “living trust” but are not sure what it refers to. Please keep reading, because this is an important legal tool that you may want to consider. A Trust by Several Other Names A living...
4 Tips to avoid someone contesting your will
The passing of a parent or spouse is a difficult time for everyone in the family. When combined with the subject of money and inheritance, a death in the family can, unfortunately, reignite old sibling rivalries or create new family drama if someone perceives your...
Why avoiding probate can be so beneficial
Estate planning is about far more than directing inheritance to heirs and minimizing taxes. For individuals who do not take proactive measures, loved ones may end up enduring a process known as probate. Probate is the court-supervised process of transferring a...