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November 2014 Archives

An estate plan helps your heirs significantly in California

Some people in California skip out on creating an estate plan for the simple reason that they do not like to think about passing away. It is a difficult and sometimes uncomfortable subject. However, an estate plan can be a significant help to your heirs, so it is something that you may want to consider. Even if you have a long life ahead of you, planning for the future can be beneficial.

Estate plans may want to include credit shelter trusts

The process of estate planning necessitates familiarity with a variety of key tools. One of these, historically used by many married couples, is called credit shelter trusts. These may be something that married couples and individuals currently doing estate planning want to look into.

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Suzanne P. Nicholl
6165 Greenwich Dr.
Suite 340
San Diego, CA 92122
Phone: 619-894-8552
Fax: 858-373-5556
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