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How to Legally Protect Yourself When Your Teenager Starts to DriveHow to Legally Protect Yourself When Your Teenager Starts to Drive and How to Protect Your Young Adult Child With the Right Legal Documents POA and Health Care
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What is a Clayton Election Trust?Having the right marital funding formula in a joint revocable trust is critical especially in light of the upcoming 2025 estate tax exemption cliff
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Current State of the Federal Estate TaxThe Federal Estate Tax Exemption is a healthy $12,060,000 now (2022), but the expiration of the current law is coming at the end of 2025 cutting it in half
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When Can a Specific Bequest Fail in a Trust or a Will?Learn how to make sure a specific bequest in your Will or Trust is enforceable. It matters the way the language is drafted in your Will or Trust.
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Why Some May Want to Set Up an Irrevocable Grantor Trust NowSetting up an irrevocable Grantor trust may be a smart move to allow use of the currently high estate and gift tax exemption before the exemption cliff in 2025
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Black Panther Star, Chadwick Boseman, Died Without a Will
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IRS Regulations Regarding the SECURE Act Rules for Beneficiaries of Retirement Accounts
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The Top Issues You Need to Know About When Co-Owning Property with Your Children
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The Five Main Estate Planning Options in a California Revocable Married Couple Trust: Balancing Income Tax, Estate Tax, Flexibility and Asset Protection ConcernsMarital Planning in the Joint Revocable Trust: Balancing Income Tax, Transfer Tax, Flexibility and Asset Protection Concerns
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Three Step Process to Create or Update Your Estate PlanLearn about our three step estate planning process to make it easy and efficient for your to create or update your estate plan
Offices in Carlsbad and Laguna Niguel
Carlsbad Office:
760-448-2220
Estates, Trusts, Asset Protection
& Business Planning Law Firm
Now Offering Zoom and Conference Call Meetings for Your Convenience