1. Open Communication: Effective estate planning begins with open and transparent communication. Discuss your intentions, wishes, and concerns with your..
Category: Blog
The Importance of Having a Will: Consequences of Dying Without One
Why You Need a Will: A will is a legal document that outlines your wishes regarding the distribution of your..
How Can Estate Planning Help Minimize Estate Taxes?
If you are a San Diego resident looking to protect your hard-earned assets and secure your family’s future, this article..
How to Handle Employee Disputes Legally and Effectively?
In any workplace, conflicts and disputes among employees are almost inevitable. As an employer or HR professional, it is crucial..
What is an Irrevocable Life Insurance Trust (ILIT)?
Life insurance is a key form of financial protection for many people and families. According to data cited by Forbes,..
An Overview of California’s New Probate Limit (And How a Trust Can Help You Avoid the Process)
Probate is the legal process through which an estate is settled. You may have heard horror stories about probate—that it..
Rear-Ended on a Highway in California? Five Steps That You Should Take
Were you involved in a rear-end crash in San Diego County? You are certainly not alone. An analysis from the..
Understanding the Relationship Between a California Professional Medical Corporation and a Management Services Company (MSO)
California has a specialized, highly regulated type of business structure in place for physicians who want to incorporate their professional..
Are Estate Planning Fees Tax Deductible?
Setting up your will or creating a trust is essential for determining what happens to your assets once you die…
Estate Planning and Divorce
Divorce is both emotionally and financially stressful. Making tough decisions while your life is changing completely isn’t easy. But one..