Legacy Trusts & Estates

Legacy Trusts & Estates LEGACY is where it BEGINS. We are your trusted CONFIDANTS across each generation. Your success is ou We partner with you to you preserve your life's treasures.

We help protect your estate and monies from taxes, family conflict, probate and lawsuits.

Feliz DIA DE LOS MU***OS! How is everyone celebrating and honoring your ancestors, friends and other loved ones who have...
11/02/2023

Feliz DIA DE LOS MU***OS!

How is everyone celebrating and honoring your ancestors, friends and other loved ones who have died during this important holiday?

At Legacy, APC we are honored to have served as a "death sherpa" for thousands of San Diego families. We are proud to support clients with leaving behind a vault of positive memories and a meaningful legacy that can be cherished on special occasions like Dia de los Mu***os.

Please share pictures and stories about how you are celebrating.

Do you own an Apple Product? Do this:
01/07/2023

Do you own an Apple Product?

Do this:

A Legacy Contact is someone you choose to have access to the data in your Apple account after your death. Learn about the information that’s shared with your Legacy Contact and how to add one or more Legacy Contacts.

Exchanging memories and taking a trip down memory lane with community  ***os
11/03/2020

Exchanging memories and taking a trip down memory lane with community ***os

10/31/2020

Honoring our beloved departed. Celebrando nuestros seres queridos.

10/30/2020
A little guide
10/30/2020

A little guide

10/29/2020

Legacy family honoring the dead. A Work of Love, the day of the dead ofrenda is a heartfelt work of Love and Tradition. We hope to inspire you to honor your loved ones and reminice about them and feel close to them. Our ofrendas are set up to remember and honor the memory of our ancestors. Share your alters with us, we would be honored! Inbox us pictures of loved ones, videos or alters that you would like us to post!

For those of you looking for anonymity in your Estate Planning, check out this article.
01/29/2020

For those of you looking for anonymity in your Estate Planning, check out this article.

This article was originally published in Daily Journal’s “Wealth with Withers” column on December 19, 2019. View the reprint from Daily Journal. Read more about the launch of the “Wealth with Withers” column.

01/16/2020

New case law supports the concept that where your parent keeps record of early "gifts" to you, these can be treated as an advance against your inheritance. Check it out:

Good thing for all involved that someone decided to "back down"
12/18/2019

Good thing for all involved that someone decided to "back down"

Following lengthy legal battle, singer’s daughters Adria Petty and Annakim Violette and widow Dana York Petty reach “settlement agreement”

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6050 Santo Road, Ste 240
San Diego, CA
92124

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Thursday 8am - 5pm
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