In San Diego, many residents lead a very healthy life style. These life styles lead to longer life. As part of any estate plan, insurance can play a significant component. Our law firm of Law Office of Scott C. Soady, A Professional Corporation, LLP recommends you investigate any business by…
Articles Posted in ESTATE PLANNING
San Diego Residents: Is It Time For An Estate Planning Checkup?
In San Diego, many residents do not have an estate plan. No one wants to discuss their death or mortality and this is normal. In San Diego Probate Courts, however, the cost to the beneficiaries of not having an estate plan can cost thousands of dollars which could best be…
San Diego: Limited Liability Companies
In San Diego, many companies are formed as a limited liability company. At our firm of Law Office of Scott C. Soady, A Professional Corporation, LLP, we can form a limited liability company for you as part of your estate plan. Please feel free to e mail our firm with…
San Diego: The Marital Deduction: A Valuable Estate Planning Tool
In San Diego, many families file married filing joint. In addition to this important tax filing status with the IRS, married couples can also use the marital deduction rule for the surviving spouse. This can result in significant savings in estate tax when the first spouse dies however this is…
San Diego: Life Insurance Can Be Part of Your Estate Plan
In San Diego, many residents have life insurance. There are many companies which provide life insurance services such as Pacific Life, Farmers, Metropolitan Life Insurance Company and many others. Our firm of Law Office of Scott C. Soady, A Professional Corporation does not endorse or represent any of these companies…
San Diego Owner-Only Business: Solo 401(K) Retirement Plans
In San Diego, there are many owner-only business’ which are in operation. The San Diego Chamber of Commerce and San Diego Better Business Bureau have a partial list of these. An estate plan can include not only real property but also retirements and savings accounts. Below is additional information. As…
San Diego, California: Saving For College Can Be an Estate Planning Tool: Coverdell Education Savings Accounts
San Diego, California has many schools. In San Diego, there are public schools and private schools. The are schools in San Diego in the University of California San Diego system and also in the San Diego State system as well as the University of San Diego and other schools which…
San Diego, California: Saving For College Can Be an Estate Planning Tool: 529 Plans
Sa Diego, California has many different schools both public and private. The ever increasing tuition and fees in schools in San Diego, California has made the planning of the costs part of estate planning as many persons use their assets in their estate plan to pay for school for their…
San Diego: Under-Covered Automobile Insurance
In San Diego, California, there has never been mass public transportation as in other major cities. As such, in San Diego, most commuters rely on theirr automobiles. Given the high number of uninsured drivers in San Diego, it is important to make sure that you have both uninsured and underinsured…
San Diego Estate Planning Strategies
In San Diego, California, when a person dies, the time to implement estate planning strategies has passed. It is important to meet with a local attorney in San Diego who can assist with this estate planning process. It is important to consider a revocable living trust when both spouses are…