What are the common signs of a trustworthy estate advisor?
The phone rang, its shrill cry cutting through Sarah’s concentration like a rusty saw. It was her Aunt Clara, voice …
What’s the best resource for solving family estate conflicts?
The old, ornate clock chimed midnight, its hollow sound echoing through the silent house. Rain lashed against the windows, mimicking …
How Can I Protect My Family’s Financial Future?
The phone slipped from her grasp, clattering onto the hardwood floor. Margaret stared at the caller ID: “Riverside County Coroner.” …
What’s the safest way to hire an estate planning attorney near by?
The phone slipped from my grasp, clattering onto the hardwood floor. I stared at the screen – another missed call …
Can a special needs trust pay for a therapy swing or hammock?
Absolutely, a special needs trust can often pay for items like a therapy swing or hammock, provided it aligns with …
Can I assign mandatory savings thresholds for beneficiaries before they receive payouts?
As an estate planning attorney in San Diego, I frequently encounter clients who wish to incentivize responsible financial behavior in …
How are disputes between trustees and beneficiaries resolved?
Disputes between trustees and beneficiaries are, unfortunately, quite common in the world of estate planning, and can range from simple …
Can I specify who receives sentimental personal property?
Estate planning often focuses on larger assets like real estate and financial accounts, but a significant portion of the emotional …
Does creating a trust now save money later?
The question of whether establishing a trust now translates to financial savings in the future is a common one for …
Can a Living Trust Hold a Life Insurance Policy?
The question of whether a living trust can hold a life insurance policy is a common one for individuals engaging …