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Point Loma Estate Planning

What If My Marital Status Changes?

April 27, 2025 by admin

Navigating the complexities of conservatorships can be daunting, especially when significant life events such as changes in marital status occur. …

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What Happens To My Pets If I Die?

April 27, 2025 by admin

Planning for the unexpected is never easy, especially when it involves beloved companions. As a planning attorney in San Diego, …

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What Assets Can Be Passed Through Beneficiary Designations?

April 27, 2025 by admin

What is a Beneficiary Designation? A beneficiary designation is a legal instruction that specifies who will inherit your assets upon …

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What are the Tax Implications of Estate Planning?

April 27, 2025 by admin

Estate planning is often viewed primarily through the lens of asset distribution and ensuring loved ones are cared for after …

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  • Point Loma Trusts
  • San Diego County

Recent Posts

  • Can I require trustee succession planning?
  • Can I require trustee approval for private equity investments?
  • Can I require the trustee to use a specific investment firm?

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