The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Getting Together with Family for the Holidays
The holidays are a special time with family and friends. You can take the opportunity... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Continuing Legal Education in San Diego
Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members... [Read more...]
Income Tax Basis in Estate Planning
Income tax basis is important in estate planning. This article examines what happens to an... [Read more...]
How Will You Obtain the Care You Need?
What’s the right direction for you in planning for the help you might need in... [Read more...]
Use Trust Protectors for Added Protection and Flexibility
Trust Protectors are increasingly popular in trusts. This article examines how Trust Protectors can add... [Read more...]