Can I add insurance policy requirements for trust assets?
The question of whether you can, and should, add insurance policy requirements for trust assets is a common one for …
Point Loma Estate Planning Law
Can I add asset classes in the trust through scheduled amendments?
The flexibility of a trust, particularly a revocable living trust, is often a key selling point for clients seeking estate …
Can I add a clause to skip a generation if needed?
The question of whether a trust can be structured to “skip a generation” – meaning assets pass directly to grandchildren …
Can I add a beneficiary mid-term if my family circumstances change?
The question of amending a trust to add a beneficiary after its creation is a common one for Ted Cook, …
Can estate planning reduce my family’s tax burden?
Estate planning is often perceived as simply preparing for the inevitable, but its strategic implementation can significantly minimize the tax …
Can estate planning include Medicaid planning?
Estate planning and Medicaid planning are often perceived as separate entities, but a comprehensive estate plan *should* absolutely consider potential …