When is an irrevocable trust a sound estate planning strategy in San Diego and Southern California? Estate taxes may be at an all-time relative low, but estate planning is still an important ingredient for all Californians - especially if you own a home. Trust planning allows your assets to pass...
Business Succession Planning to Ensure Success
Why should you consider business succession planning to ensure success for your company in San Diego or Southern California?? How does a business succession plan protect the ongoing operations of your business and the interests of your heirs and beneficiaries?? The primary objective of a business succession plan is to...
Keep Your Trust Updated to Protect Your Interests
Keep your trust updated to protect your interests and allows the maximum flexibility to meet the changing requirements of your future, while integrating changes in law and best practices to provide for every potential scenario. "We were meaning to make some changes, when Bob's health rapidly declined - he was...
What is a Legal Trust and Why Should You Consider One
What is a legal trust and why should you consider one if you are a homeowner or are part of a blended family in San Diego? A trust is a common legal tool which allows your assets to pass to your beneficiaries without having to go through the time and...
Even If Washington Raises the Estate Tax Exemption to $10 Million You Should Still Have a Trust
Even if Washington raises the estate tax exemption to $10 Million you should still have a trust, especially if you are a home owner. Why? The short answer is time, money and saving a lot of hassle for your loved ones, heirs and beneficiaries. Raising the exemption on federal estate...
Business Succession Planning Has “Success” Built In
What is business succession planning and how does it enhance your own success and that of your business? What happens to your business after you retire? Do you wish for your company to continue after your gone? Succession planning is an estate planning strategy to ensure your business successfully passes...
Remarriage and a Blended Family is an Excellent Reason for a New Trust
Are you consider remarrying in San Diego? Do you and/or your spouse have children from a previous marriage? If so, remarriage and a blended family is an excellent reason for a new trust. Blended families are becoming the "norm" here in San Diego and across the country. What do you...
How can a Trust Help a San Diego Home Owner
A revocable trust is most often the most advantageous way to take title to real estate. How can a trust help a San Diego home owner or a married couple? The estate planning and trust attorneys at Allen Barron can help you to establish a revocable trust in an efficient...
A Revocable Trust is the Best Option After Reform of Medi-Cal Estate Recovery SB 833
The recent implementation of California SB 833 and the reform of Medi-Cal estate recovery will have a significant impact on estate planning for many Californians. The new law essentially limits the ability of Medi-Cal to pursue the estate of a deceased patient in order to recover costs of their treatment. ...