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Stockton Estate Planning | Estate Planning, Administration and Tax Matters

Estate Planning, Administration and Tax Matters

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CONTACTS AT STOCKTONESTATEPLANNING.COM

Marie Stockton

3388 G●●●●●●a Ave.

San●●●ego , California, 92104

UNITED STATES

619 ●●●●1914
619 ●●●●6011
mi●●●●●●●●●●@yahoo.com

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Nancee Lewis

3388 G●●●●●●a Ave.

San●●●ego , California, 92104

UNITED STATES

619 ●●●●1914
619 ●●●●6011
na●●●●●●●@mac.com

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Nancee Lewis

3388 G●●●●●●a Ave.

San●●●ego , California, 92104

UNITED STATES

619 ●●●●1914
619 ●●●●6011
na●●●●●●●@mac.com

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Stockton Estate Planning | Estate Planning, Administration and Tax Matters | stocktonestateplanning.com Reviews
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Estate Planning, Administration and Tax Matters
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Stockton Estate Planning | Estate Planning, Administration and Tax Matters | stocktonestateplanning.com Reviews

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Estate Planning, Administration and Tax Matters

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Planning For IncapacityStockton Estate Planning

http://stocktonestateplanning.com/planning-for-incapacity

Asset Protection Q & A. Provides the greatest degree of asset management and protection. The trustee of a Revocable Living Trust (RLT) has complete ownership and control of assets held in the trust. You serve as the trustee of your RLT while you are alive and well. If you become incapacitated, the person you have named as your successor trustee takes over management and protection of trust assets without court involvement. Durable Power of Attorney. Covers other important legal and financial matters.

2

About MarieStockton Estate Planning

http://stocktonestateplanning.com/about-marie

Asset Protection Q & A. My professional goal is to provide every client with a practical, comprehensive, and customized estate plan. Over the past 15 years, I have represented individuals and businesses throughout California in both litigation and transactional matters. I devote significant resources to making sure that I stay current with all aspects of federal and state law pertaining to estate planning. In my spare time, I enjoy reading, traveling, sailing, gardening, playing tennis, and spending time...

3

Asset Protection Q & AStockton Estate Planning

http://stocktonestateplanning.com/asset-protection-q-a

Asset Protection Q & A. Asset Protection Q & A. What exactly is asset protection? The term asset protection is often used to describe one of the key benefits obtained by holding valuable assets in a trust namely, that such assets cannot be reached by creditors, predators, or even ourselves if we are unfortunate enough to lose mental capacity. Can asset protection be achieved by having a revocable living trust? Can asset protection be achieved by any other methods? Join Our Email List. GOING TO THE CHAPEL?

4

BlogStockton Estate Planning

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Asset Protection Q & A. GOING TO THE CHAPEL? RDP vs Married Are you a same-sex couple who is thinking about tying the knot? Are you wondering if your status as California registered domestic partners (RDPs) will protect you sufficiently if one of you dies or becomes incapacitated? The goal of this post is to give same-sex couples living in California a better understanding […]. Join Our Email List. Sign-up for here for our latest posts. GOING TO THE CHAPEL? Importance of Estate Planning.

5

Our ApproachStockton Estate Planning

http://stocktonestateplanning.com/about

Asset Protection Q & A. Creating an effective, high-quality estate plan isn’t a transaction it’s a process. In our experience, the more we can help our clients be comfortable with and understand the estate planning process, the better their estate plans become. We take time to identify each client’s estate planning goals and objectives, explain how the planning process will work, and obtain the relevant information we need to design a personalized plan that will achieve those goals. Some clients find a c...

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People | Nancee Lewis Photography

http://nanceelewisphoto.com/galleries/people

Arts, Theatre and Music. The Letter “B” and friends. Adams Ave. Unplugged. The Prado at Night.

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Black and White | Nancee Lewis Photography

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Arts, Theatre and Music. The Letter “B” and friends. Adams Ave. Unplugged. The Prado at Night.

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Galleries | Nancee Lewis Photography

http://nanceelewisphoto.com/galleries

Arts, Theatre and Music. The Letter “B” and friends. Adams Ave. Unplugged. The Prado at Night.

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Events | Nancee Lewis Photography

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Arts, Theatre and Music. The Letter “B” and friends. Adams Ave. Unplugged. The Prado at Night.

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Nancee Lewis Photography

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Arts, Theatre and Music. The Letter “B” and friends. Adams Ave. Unplugged. The Prado at Night.

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Stockton Estate Planning | Estate Planning, Administration and Tax Matters

Asset Protection Q & A. Protecting Families, Preserving Legacies. We help San Diegans identify and achieve their estate planning goals. Need a will, trust, power of attorney, or other estate planning documents prepared? We draft comprehensive, specifically tailored estate plans for individuals and couples. Have an existing estate plan that needs to be updated or reviewed? We will review your existing estate planning documents and provide you with a written evaluation report. Tax and Other Related Matters.

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