What is the best way to protect my family and assets through a comprehensive estate plan?
The midday sun beat down on La Jolla as Michael and Sarah nervously awaited news. Their father, Robert, a self-employed …
Point Loma Estate Planning Law
Ted Cook is an adaptable Estate Planning Attorney in San Diego California.
The sun dipped low over La Jolla Shores, casting long shadows as Michael and Sarah nervously reviewed the stack of …
Sarah and Michael Thompson, a San Diego couple in their early forties, always believed they had ample time to address estate planning. They owned a modest home, had two young children, and Michael held a stable position as an engineer. Consequently, they postponed creating a will, reasoning that such matters were for older individuals with substantial wealth. However, a sudden and unexpected illness changed everything, forcing them to confront the harsh reality of unpreparedness and the potential chaos their family could face.
What are the Fundamental Steps to Defining Your Estate Planning Goals? Defining your estate planning goals is the cornerstone of …
Ted Cook Is A Fabulous Estate Planning Lawyer Near By.
The San Diego sun beat down on the patio as Maria nervously stirred her iced tea, a chill running down …
Can a trust require the maintenance of family traditions?
The question of whether a trust can require the maintenance of family traditions is a surprisingly common one for estate …
Can I create trust access based on community engagement metrics?
The idea of tying trust access—specifically, when and how beneficiaries receive assets—to community engagement metrics is a fascinating, though complex, …
Can I include a requirement that trust assets be rebalanced yearly?
Absolutely, you can include a requirement that trust assets be rebalanced yearly, and in fact, for many trusts, particularly those …
Can I use a testamentary trust to protect against elder abuse?
The increasing prevalence of elder financial abuse is a deeply concerning issue, with estimates suggesting that one in ten older …
Can I make my trust conditional?
The question of whether you can make your trust conditional is a common one for estate planning clients in San …
Can I specify a method for distributing trust income versus principal?
The question of how trust income versus principal is distributed is central to effective trust planning, and absolutely, you can …