Armstrong, Fisch & Tutoli

Attorneys At Law

858-453-0626

Courtesy of Armstrong, Fisch, & Tutoli Attorneys at Law

Basic Documents for Incapacity Planning

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If you have not included an incapacity arrangement in your estate plan you should do so immediately. Every person needs an incapacity plan to care for their financial assets and medical needs in the event of a mental disability or major physical ailment. Advance Health Care Directive An Advance Health Care Directive allows you to plan for your medical needs if you become disabled. This document allows you to name the person(s) you wish to make medical decisions for you if you can't make them …

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Three Common Retirement Investment Errors

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When you create a financial plan for your retirement, saving is essential, but investing your savings is equally significant. As your retirement plan takes form, watch out for these common investment errors. Not Diversifying Diversifying your investment means putting your capital into a variety of money making opportunities. If you prefer safe investments, focus on money market accounts, and government bonds. If you are also concerned with inflation, the stock market is a place to potentially …

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What is an Advanced Medical Directive?

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An Advanced Medical Directive is a legal device commonly used in incapacity planning that allows you to name a person to make medical decisions for you in case you should become disabled. You may have also heard this legal document referred to as a Medical Power of Attorney or a Durable Power of Attorney for Health Care. The person that you name to make medical decisions for you may be called your agent or advocate. Along with your medical decisions, the Directive also lets your health care …

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The Duties of an Estate Executor

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Have you been named as an executor for a loved one’s estate? As an executor your job is to organize and settle the affairs of your family member. Whether you have been named by a Last Will and Testament or by a court of law in the case of an estate without a Will, it is important to understand your duties. Organize the Estate The first step is to identify what the estate includes. Try to locate all estate documents. If you have been appointed by the court, you may not have to worry about …

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What is the Difference Between a Revocable and Irrevocable Trust

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The primary difference between a Revocable and Irrevocable Trust is flexibility. Revocable means you can make changes to your trust. Irrevocable means that once it is created the terms are final and you cannot alter fiduciaries or beneficiaries. What Revocable Does A Revocable Living Trust is a common estate planning document that can help property to easily pass from a decedent to his or her beneficiaries. Because a Revocable Living Trust allows you to make changes as you need, you can alter …

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Armstrong, Fisch & Tutoli, Attorneys at Law

Armstrong, Fisch & Tutoli, Attorneys at Law

WHERE WE ARE

Armstrong, Fisch & Tutoli, Attorneys at Law
6050 Santo Road, Suite 240,
San Diego, CA 92124
Phone: 858-453-0626

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
FridayClosed

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