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Home
About
Services
Estate Planning
Basics of an Estate Plan
Types of Assets
Fixed Assets
Real Estate and Land
Intangible Assets
Computer Software and Apps
Intellectual Property
Research
Royalties
Social Media Accounts
Liquid Assets
Blended Family Estate Planning
Estate Administration & Probate
Carlsbad Probate Attorney
What To Know About California Probate
Personal Representative in Estate Administration
Trusts vs Wills
Trusts
How Does a Trust Fund Work?
Wills
Revocable Trust
Choosing Your Trustee
Durable Power of Attorney
Advance Healthcare Directive
Why You Need a Living Will
Benefits of a Medical Power of Attorney
Trust Administration
Business Succession Planning
Testimonials
Blog
Videos
Contact
(760) 444-0943
Areas of Practice
Home
Services
Estate Planning
Most of us spend our working lives acquiring enough assets to ensure our own financial well-being through retirement..
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Estate Administration & Probate
Once a loved one has passed away, regardless of whether they died with a will, trust, or no planning at all (“intestate”)..
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Trusts vs Wills
Though Wills may be the best-known estate planning device, in modern practice they are only used in place of a trust when the..
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Revocable Trust
In California, probate can be a long, expensive, and public process. A revocable trust is an estate planning tool..
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Durable Power of Attorney
Planning for a client’s incapacity is an important part of the estate planning process, as there are myriad events..
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Advance Healthcare Directive
An Advance Health Care Directive includes both an “individual health care instruction” and a power of attorney for health care.
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Trust Administration
While a client or clients are alive, a revocable trust needs very little maintenance or administration.
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Home
About
Services
Estate Planning
Basics of an Estate Plan
Types of Assets
Fixed Assets
Real Estate and Land
Intangible Assets
Computer Software and Apps
Intellectual Property
Research
Royalties
Social Media Accounts
Liquid Assets
Blended Family Estate Planning
Estate Administration & Probate
Carlsbad Probate Attorney
What To Know About California Probate
Personal Representative in Estate Administration
Trusts vs Wills
Trusts
How Does a Trust Fund Work?
Wills
Revocable Trust
Choosing Your Trustee
Durable Power of Attorney
Advance Healthcare Directive
Why You Need a Living Will
Benefits of a Medical Power of Attorney
Trust Administration
Business Succession Planning
Testimonials
Blog
Videos
Contact
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