Can you explain the benefit of using letters of instruction in addition to legal documents?
Estate planning, while often focused on legally binding documents like trusts and wills, benefits significantly from the inclusion of letters …
San Diego County
Can you explain community property rules and how they impact estate planning?
Community property laws, primarily found in nine states – Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin …
Can you assist with planning for long-term care insurance needs?
Planning for long-term care (LTC) is a crucial, yet often overlooked, aspect of comprehensive estate planning. Many assume LTC is …
Can you assist in creating a plan that accounts for long-term family caregiving?
Planning for long-term family caregiving is a crucial, yet often overlooked, aspect of estate planning. Many individuals assume that family …
Can we structure an inheritance to avoid triggering child support calculations?
Navigating the complexities of estate planning while considering potential impacts on child support obligations requires careful consideration and expert legal …
Can we include mental health funding for beneficiaries as part of my plan?
The question of incorporating mental health funding within an estate plan is increasingly relevant and important. Traditionally, estate planning focused …
Can the trustee of a bypass trust invest in international markets?
The question of whether a trustee of a bypass trust—also known as a credit shelter trust or a family trust—can …