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Estate Planning

Opelon LLP is a California Estate Planning Law Firm based in San Diego. We assist individuals and families with protecting what matters most to them through comprehensive estate planning. This includes the use of Wills, Trusts, Power of Attorneys, HIPAA Authorizations, and other related documents.

Understanding the Irrevocable Life Insurance Trust in 2021- The Ultimate Guide to ILIT’s

An irrevocable life insurance trust (ILIT) is an advanced estate planning vehicle to hold life insurance policies. The main goal of an ILIT is to make sure the life insurance policy proceeds will not be subject to any federal estate tax or California death taxes on the death of the person who is insured (or their spouse). 


CA Will vs Trust Made Simple! | The Difference Between a Will and Trust (2021)

Will vs Trust made simple! Have you ever wondered what the difference between a will and a trust is? And no, it is not common knowledge… However, It Can Have A Gigantic Impact On The Lives Of The Ones You Care Most About. 

This article will greatly benefit anyone who has property and has someone they would like that property to go to someday.

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