Our Top Priority Is Your
Security And Peace Of Mind
Would you like your current estate plan to be implemented as it is? If you are not sure or have some changes in mind, you may need to overhaul your existing plans. You are the only one who can dictate how your estate will be dealt with after you are gone, and you need...
The whole idea of an irrevocable trust is giving up the total control of your assets to another party, something many would not sit pretty with. However, some benefits could come with setting up an irrevocable trust and having your assets in it. Here is why you should...
Probate is a formal process that settles a deceased person's estate under the court's supervision. In California, communal property or estates totaling $166,250 or less can avoid probate. When your estate's value exceeds the state's threshold, you can consider the...
In many marriages in the San Diego area, one spouse is a U.S. citizen and one isn’t. If you’re preparing to create an estate plan, is it relevant to the inheritance you plan to leave your spouse that they aren’t a citizen? Maybe they’re somewhere in the long process...
An estate executor is simply the person that handles the estate in accordance with the plan that the deceased made before they passed away. They do things like gathering up assets and distributing them to family members. One of the roles that the estate executor has...
All adults must ensure they have an estate plan together so their loved ones know their wishes for assets. Getting this in order is critical so that your estate isn’t handled in accordance with the intestate laws that are set by state law. As you’re getting your...
One kind of business entity that many small businesses start out as is a sole proprietorship. This business structure is the easiest business entity to set up, but it does not offer you the protection that you would get with some other business forms. If this is your...
Probate is a court process to manage the estate details of someone who dies. Probate laws are complex and involve many factors like dealing with financial responsibilities and transferring property to heirs. What issues does probate manage? These court proceedings...
You want your life and all your hard work to count for something, and you want your legacy to endure long after you’re gone. Because you have the ability to be generous to both your heirs and others who are less fortunate, you’re considering using one or more...
Your loved one passes away, leaving behind financial assets, physical assets, a home, a car and much more. You know that you need to divide this up between their heirs and beneficiaries. But you can’t just do that without determining what is really there. As such,...
