The Importance of Regular Estate Plan Reviews and Updates
Creating an estate plan is a necessity to secure your assets and ensure your wishes are honored. However, it’s equally important to carry out regular estate plan reviews and updates to reflect changes in your life circumstances, financial situation, and legal requirements. Here’s why regular estate plan reviews and updates are essential and how they […]
HOW DOES A TRUST AVOID PROBATE?
Welcome to the Law Office of Andrew Fesler! In today’s video, we’re discussing a crucial aspect of estate planning: how a trust can help you avoid probate. Probate can be a lengthy and costly process, but with the right planning, you can ensure your assets are smoothly transferred to your beneficiaries. Let’s examine the details […]
Incorporating Philanthropy in Estate Plan
While the primary motivation is often an altruistic desire to simply give back, there are also numerous potential financial benefits to incorporating philanthropy in estate plan, such as: Tax Advantages Charitable donations can provide significant income, gift, and estate tax deductions. This allows you to redirect a portion of assets you’d otherwise pay in taxes […]
What is the process for creating a trust package? (video)
Carlsbad Trust attorney, Andrew Fesler, discusses the process for creating a trust package. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning. To learn more about how a trust package and will work together in estate planning, […]
WHAT’S INVOLVED WITH FUNDING A TRUST?
Carlsbad Trust attorney, Andrew Fesler, gives insight into funding a trust; what is meant by that, and some of the ways to accomplish this. As a leading attorney in Carlsbad, California, he specializes in estate administration and probate, trust administration, advance directives, business succession planning, and all aspects of estate planning including setting up a […]
Estate Planning for Your Blended Family
Blended families can present a variety of wonderful opportunities to expand your relationships and elevate your life experiences, but they may also present some headaches in terms of your estate planning. Estate planning for your blended family is important to ensure that these valued relationships can be acknowledged as well. Rather than trying to figure […]
