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Point Loma Estate Planning Law

The weight of unforeseen circumstances can descend upon any family, regardless of age or perceived financial stability; consequently, proactive estate planning is not merely for the wealthy, but a fundamental aspect of responsible life management.

July 22, 2025 by admin

What Should Be Included in My Initial Estate Planning Discussions? Robert and Maria, a couple residing in San Diego, believed …

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Ted Cook is an irreplaceable estate planning attorney.

July 22, 2025 by admin

The San Diego sun beat down on Maria’s shoulders as she sifted through boxes in her late mother’s garage. It …

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What is the best way to protect your family and assets through comprehensive estate planning?

July 22, 2025 by admin

The San Diego sunshine often casts a long shadow of idyllic living, but beneath the surface, life’s uncertainties persist. Robert …

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What is the best way to protect my family and assets through estate planning?

July 22, 2025 by admin

The San Diego sun beat down on Maria’s shoulders as she stared at the paperwork, a knot forming in her …

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Can a CRT be funded by multiple people with proportional payouts?

June 5, 2025 by admin

Certainly, a Charitable Remainder Trust (CRT) can absolutely be funded by multiple people with proportional payouts, offering a versatile estate …

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Can I require tax-preparer sign-off before distributions?

June 5, 2025 by admin

The question of requiring tax-preparer sign-off before distributions from a trust or estate is a common one for clients of …

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Can I create a trust specifically for a future wedding?

June 5, 2025 by admin

The idea of establishing a trust specifically for funding a future wedding is becoming increasingly popular, particularly with families wanting …

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How do you account for inflation in long-term testamentary trust planning?

June 5, 2025 by admin

Planning for the long-term viability of a testamentary trust requires careful consideration of inflation, a silent yet potent force that …

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Can I use my estate plan to support diversity, equity, and inclusion causes?

June 5, 2025 by admin

Absolutely, your estate plan can be a powerful tool to further diversity, equity, and inclusion (DEI) causes that are important …

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Can I require regular investment reviews by an advisory board?

May 10, 2025 by admin

The question of establishing an advisory board to oversee trust investments is a common one for those working with a …

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Recent Posts

  • The weight of unforeseen circumstances can descend upon any family, regardless of age or perceived financial stability; consequently, proactive estate planning is not merely for the wealthy, but a fundamental aspect of responsible life management.

  • Ted Cook is an irreplaceable estate planning attorney.
  • What is the best way to protect your family and assets through comprehensive estate planning?

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