What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on the weathered porch of a charming bungalow in Ocean Beach, but inside, a …
Point Loma Estate Planning Law
Who should be the beneficiary of my life insurance?
The Miller family, recent transplants to San Diego, felt a comfortable rhythm establishing itself. David and Sarah, both in their …
Ted Cook is a compassionate Estate Planning Lawyer in San Diego California.
The salt air hung heavy with a sense of foreboding as Michael and Sarah sat across from their financial advisor, …
Genial Estate Planning Attorney In Ocean Beach.
The salt-laced air of Ocean Beach carried a weight that day, a subtle reminder of life’s impermanence for the Miller …
Can the trustee distribute only a portion of interest income?
Yes, a trustee can absolutely distribute only a portion of the interest income generated by trust assets, and it’s a …
Can a testamentary trust support temporary financial hardship needs?
A testamentary trust, established through a will and taking effect after death, can indeed be structured to address temporary financial …
What assets can go into a testamentary trust?
A testamentary trust, established within a will, offers a flexible way to manage and distribute assets after one’s passing, but …
Can I appoint a healthcare proxy without a power of attorney?
The ability to appoint a healthcare proxy and a durable power of attorney are often discussed together, leading to confusion, …
Who manages a testamentary trust after my death?
A testamentary trust, established within your will, comes into effect *after* your passing, creating a need for a designated manager …
Can a trust distribute funds only for health and wellness?
The question of whether a trust can be structured to distribute funds *solely* for health and wellness is a common …