(858)535-1879
5190 Governor Drive, Suite 208
San Diego, California 92122-2849
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Estate Planning Services

Probate Services:
Probate is a proceeding in State Court after a person has died. The purpose of Probate is to transfer title to property from the decedent to his or her heirs and to settle any debts owed by the decedent at the time of his or her death. Probate is completely avoidable as long as the avoidance is done before death. Learn More

QTIP Trust:
Congress realized that today many people are into their second, third or more marriages and that frequently, one spouse will have substantially more assets than the other spouse. as a corporation. Learn More

A-B Trust:
An A B Trust is a regular trust made during the lifetimes of a husband and wife. It has the characteristic that upon the death of either a husband or wife it splits into two trusts, an "A" trust and a "B" trust.deductions that they can take. Learn More

Can I give my estate away before I die and avoid Estate Taxes?:
The Congress has "tied" the Gift Tax and an Estate Tax together. If you give more than $11,000.00 to any person per year ($22,000.00 with your spouse) you will be subject to the Gift Tax. Learn More

Estate Taxes & Gift Information :
First, remember the Gift Tax and the Estate Tax are tied together. Congress enacted this joined Gift/Estate Tax so that someone would not give away their entire estate on their death bed without paying the Estate Tax. Learn More