What are the advantages of using a corporate trustee over an individual?
Estate planning, at its core, is about ensuring your wishes are carried out seamlessly after you’re gone. A crucial component …
San Diego County
What are some tax-smart strategies for passing on appreciated stock?
Navigating the transfer of appreciated stock, particularly within estate planning, requires careful consideration to minimize tax implications for both the …
What are common mistakes when creating a trust?
Establishing a trust is a powerful estate planning tool, offering benefits like probate avoidance, asset protection, and control over the …
Should I tell my beneficiaries about the trust now?
The question of whether to inform your beneficiaries about the existence of a trust is one Steve Bliss, an Estate …
Should I list personal property separately from titled assets?
Estate planning often seems daunting, filled with legal jargon and intricate details. A frequent question posed to estate planning attorneys …
Is trustee compensation tax-deductible?
Navigating the world of estate planning, particularly concerning trusts, often brings up questions about financial implications, including the tax treatment …
Is it better to have one trust per property or combine them?
The question of whether to establish separate trusts for each property or consolidate them into a single trust is a …
Valued Estate Planning Lawyer San Diego
How do I prepare for probate? Fill out your attorney’s intake questionnaire. Gather your financial documents. Bring copies of your …
Friendly Estate Planning Lawyer El Cajon
It is both familiar and generally advised that the maker of a revocable living trust be the Trustee and the …
Genuine Trust Attorney Solana Beach
How an Irrevocable Trust Works:An irrevocable trust protects assets in case of a lawsuit. You can’t take the property back …