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Point Loma Estate Planning Law

Astute Estate Planning Attorney In San Diego.

July 23, 2025 by admin

The late afternoon sun cast long shadows across La Jolla Cove as Amelia stared out at the Pacific Ocean, a …

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What is the best way to ensure your assets are distributed according to your wishes and your loved ones are protected?

July 23, 2025 by admin

The San Diego sun beat down on the patio as Michael and Sarah enjoyed a quiet afternoon, oblivious to the …

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What is the most effective way to protect your family and assets through comprehensive estate planning?

July 22, 2025 by admin

The San Diego sun beat down on Maria’s shoulders as she scrolled through emails, a knot tightening in her chest. …

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Admiring Estate Planning Attorney In Ocean Beach.

July 22, 2025 by admin

The salt air hung heavy, carrying the scent of the Pacific as Carol stared out at the crashing waves. Her …

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Can I require continuing education for all beneficiaries?

June 8, 2025 by admin

The question of whether you can *require* continuing education for beneficiaries is a complex one, often explored by clients of …

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Can I include a spendthrift clause in a bypass trust?

June 8, 2025 by admin

The question of whether a spendthrift clause can be included in a bypass trust is a common one for estate …

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Can a charitable remainder trust be used to benefit a disabled child?

June 8, 2025 by admin

A charitable remainder trust (CRT) can indeed be a powerful tool to benefit a disabled child, offering both financial support …

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Can a trust include data-sharing policies with medical providers?

June 8, 2025 by admin

Yes, a trust can absolutely include data-sharing policies with medical providers, although it requires careful planning and adherence to both …

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Can I fund a trust over time with different types of assets?

June 8, 2025 by admin

Absolutely, a common and highly effective estate planning strategy involves funding a trust incrementally with various asset types over time, …

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How does a living trust impact Medicaid planning?

May 11, 2025 by admin

Navigating the complexities of Medicaid eligibility while simultaneously aiming to protect assets can feel like walking a tightrope. A living …

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Recent Posts

  • Astute Estate Planning Attorney In San Diego.
  • What is the best way to ensure your assets are distributed according to your wishes and your loved ones are protected?
  • What is the most effective way to protect your family and assets through comprehensive estate planning?

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