Due to precautions related to COVID-19, we have expanded our options for remote consultations. Please contact our office to discuss what is appropriate for your situation.
In California, a trustee is granted a significant amount of responsibility. The trustee is the legal owner of the assets in the trust and must oversee them according to the law. A fundamental aspect of the role is to behave in accordance with the fiduciary duties and...
In the United States, most estates avoid taxation. To have a levy placed on yours requires you to have substantial assets. Yet, years of shrewd saving might have led you to amass a sizable fortune. Or, a business success might have led to a financial windfall that...
As people in San Diego are aware no one lives forever. One of the unfortunate facts of life is that everyone will pass away. As people prepare for death there are many things they have to think about as people cannot take all the property and assets they acquired...
