What is the best way to protect your family and assets through a comprehensive estate plan?
The San Diego sun beat down as Maria scrolled through old photos on her phone, a bittersweet ache in her …
Point Loma Estate Planning Law
Who should I share my estate plan with?
The Miller family of San Diego, like many others, believed their affairs were simple. David and Sarah had two children, …
Revocable Trust Attorney near Ca. 92102.
The aroma of saltwater hung heavy in the air as Maria scrolled through her phone, anxiety tightening its grip. She …
What is the best way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she scrolled through her phone, a knot forming in her …
Can I require trust funds to be invested in socially responsible assets?
The question of aligning investment portfolios with personal values, specifically through socially responsible investing (SRI), is increasingly common among trust …
Can the trust fund assisted living or nursing home care?
Navigating the costs of long-term care, such as assisted living or nursing homes, is a significant concern for many families, …
Can I require beneficiaries to attend estate planning meetings?
The question of whether you can *require* beneficiaries to attend estate planning meetings is complex, touching on legal boundaries, family …
Can I prohibit use of trust funds for political lobbying?
Yes, you absolutely can prohibit the use of trust funds for political lobbying, and it’s a surprisingly common concern for …
Can I require that environmental sustainability scores be maintained for trust assets?
The idea of integrating environmental, social, and governance (ESG) factors, including sustainability scores, into trust management is gaining traction, reflecting …
Can the bypass trust offer emergency housing to extended family?
The question of whether a bypass trust can offer emergency housing to extended family is complex, hinging on the specific …