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September 2016 Archives

What are some common issues with the probate process?

Despite what you might read online, you can't always avoid probate processes completely. You can, however, mitigate the negative issues related to probate with well-thought-out estate planning. Here's a look at some of the issues you can avoid by working with an estate planning professional.

What are some benefits of a charitable remainder trust?

Setting up a charitable remainder trust lets you help a charity that you want to support while also helping yourself during this life. It also lets you pave the way for a legacy upon your death. Many of the personal benefits of a charitable remainder trust relate to taxes.

Does your will include all your assets?

When you begin estate planning, one of the first things you might do is work with a professional to create a will. A will is a critical component to estate administration, especially if have anything to pass on to others when you die. To be effective, though, your will has to include as many of your assets as possible.

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