Incorporating Philanthropy in Estate Plan

couple discussing about philanthropy and estate planning

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 […]