How do I retitle my investment accounts to my trust?
Retitling investment accounts to a trust is a crucial step in comprehensive estate planning, ensuring a smooth transfer of assets …
How do I notify the IRS about a trust?
Establishing a trust is a powerful estate planning tool, but it also comes with IRS reporting requirements. Many individuals are …
How do I include online accounts and passwords in my trust plan?
The digital age has fundamentally altered estate planning, presenting new challenges for trust attorneys like myself in San Diego. Traditionally, …
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For example, divorce obligations such as spousal or child support, or continuing financial support for a loved one. What are …
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For example, do you want doctors to do all that can be done to protect your life? Do you have …