Learn More About Your Estate Planning Options in Our Collection of Informative Articles

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Top 10 Year-end Estate Planning Checklist
The Successor Trustee(s) I have selected are up-to-date with my current wishes. True __ False __. 2. The legal guardians that I've selected for my minor children
The Difference Between a Power of Attorney and a Trustee in California
Carlsbad Attorney Brenda Geiger explains, what a Power of Attorney agent is responsible for doing and what a trustee is responsible for doing.
Top 10 Reasons to Establish Your Revocable Living Trust
There are many reasons why having a revocable living trust in place is important, but I’m going to share with you the top 10 reasons why having your revocable trust plan in place is critical.
Gifting Trusts for Children and Grandchildren
The first question most parents and grandparents ask when establishing an estate plan is: “How can you help me best protect my children and grandchildren in the future?”
Top 5 Estate Planning Mistakes
Creating an Estate Plan and the Top 5 Estate Planning Mistakes
What Does a Successor Trustee Do?
What Does a Successor Trustee Do? For more information on trust and estate planning, contact us at (760) 448-2220 to schedule your consultation.
Stretching Out Your IRA
Bypass Trust Article

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