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San Diego Attorneys

We are an Association of Individual Attorney Law Practices.

IRA Beneficiaries

As Financial and Family Estate Planners we receive many questions and requests regarding Individual Retirement Accounts (IRAs). An IRA is a qualified retirement plan. Contributions are tax deductible and tax-exempt growth is compounded. As a Planner you can assist...

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Probate & Estate Administration

We Help Families Efficiently Transfer Assets After a Death While Minimizing Conflict and Wealth Transfer Taxes The passing of a loved one is one of the most emotionally trying times you will ever encounter. The last thing you need during this difficult time is a glut...

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Frequently Asked Questions

What happens if someone objects to the Will? An objection to a Will, also known as a “Will contest” is a fairly common occurrence during the probate proceedings and can be incredibly costly to litigate.In order to contest a Will, one has to have legal “standing” to...

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