Can you explain how my assets will be distributed under current state laws if I die without a will?
Dying without a will in California, also known as dying “intestate,” doesn’t mean your assets will simply vanish, but it …
San Diego County
Can you create a trust that continues for multiple generations?
The concept of a multi-generational trust, often referred to as a dynasty trust or a long-term trust, is a cornerstone …
Can you assist with digital asset planning?
The question of digital asset planning is rapidly becoming paramount in estate planning, eclipsing traditional concerns with physical property. For …
Can you advise on passing on intellectual property in my estate?
Intellectual property (IP), encompassing creations of the mind like inventions, literary and artistic works, designs, and symbols, names, and images, …
Can we plan for estate liquidity to cover taxes or debts after my death?
Estate planning often focuses on the distribution of assets, but a crucial, often overlooked, component is ensuring sufficient liquidity to …
Can we ensure pets have a dedicated caretaker and backup options?
The question of pet care after our passing is one that many pet owners grapple with, and it’s a surprisingly …
Can the trustee withhold distributions?
The question of whether a trustee can withhold distributions from a trust is a common one for beneficiaries and a …