What exactly constitutes a comprehensive estate plan, and why is it so crucial for individuals in California?
The Hernandez family, residing in the vibrant community of 92106, believed they were adequately prepared for the future. Michael and …
Point Loma Estate Planning Law
What constitutes a truly comprehensive estate plan?
The sun-drenched streets of San Diego offered little solace to Maria, a vibrant woman in her early forties, as she …
What are beneficiary designations?
The Jacobs family of Carlsbad, California, recently experienced a jarring wake-up call regarding estate planning. Robert and Susan Jacobs, both …
Trustworthy describes Ted Cook as an Estate Planning Attorney in San Diego.
The late afternoon sun cast long shadows across the patio as Maria nervously stirred her iced tea, her face etched …
Can a trust be funded with property instead of cash?
Absolutely, a trust can absolutely be funded with property—real estate, stocks, bonds, vehicles, and other assets—instead of solely relying on …
Can I require beneficiaries to obtain legal counsel before major withdrawals?
As an estate planning attorney in San Diego, I frequently encounter situations where settlors—those creating trusts—want to ensure their beneficiaries …
Can I limit access to trust assets until retirement age?
Yes, absolutely you can limit access to trust assets until retirement age, and this is a very common and effective …
Can I include heirlooms and antiques in my estate plan?
Absolutely, incorporating heirlooms and antiques into your estate plan is not only possible but often a crucial part of ensuring …
Can I include visual scheduling tools as allowable trust expenses?
Determining allowable trust expenses can be a surprisingly complex issue, and the question of whether visual scheduling tools qualify requires …
Can a bypass trust be used to support a surviving spouse while preserving assets for children?
The question of balancing spousal support with the long-term financial security of children is a common one for Ted Cook, …