In San Diego, California many residents are in the military. As we know, deployments are common. In light of the recent call to active duty received by thousands of United States military reservists, employers and employees alike need to know their obligations to each other when employees serve in the…
Articles Posted in ESTATE PLANNING
San Diego Estate Planning With the Family Limited Partnership
In San Diego, many families are using a legal strategy for estate planning. Attorneys use their education, training and experience to suggest strategies and techniques to assist clients in protecting their legal rights and trying to obtain their legal goals. On our website, you can see many different strategies. We…
San Diego Estate Planning: Document Preparation
San Diego, California has seen its share of natural disasters over the years. From fires to floods to other disasters, it is important to insure that your estate planning documents are safe. Your revocable living trust and other estate planning documents are most important as are the list below. Careful…
San Diego Qualified Personal Residence Trust: Considerations
San Diego, California has seen fluctuations over the years in regards to the value of personal residences. It is important to have an estate plan which considers this advanced estate planning. Our office of Law Office of Scott C. Soady, A Professional Corporation can assist you with the preparation of…
San Diego Qualified Personal Residence Trust: Disadvantages
San Diego, California has many personal residences as well as rentals and other uses of property. San Diego has been a military and retirement town for many years however this is changing. It is important to understand the disadvantages as well as the advantages of any legal strategy. The Qualified…
San Diego Qualified Personal Residence Trust: Tax Savings Advantage
In San Diego, many persons use their San Diego home as both a retirement and a tax savings. Per the disclaimer below, this firm does not give tax advice however is it common knowledge that interest on a prinicipal residence can be used as an advantage for tax deductions. The…
San Diego Estate Planning: Safeguard Valuables
San Diego, California has many beaches and often bathers and sun bathers lose valuable items. In addition, San Diego homes have been remodeled for years in certain areas due to the lack of available land to build additional housing. It is imperative to protect your estate plan as well as…