What are the advantages of a revocable living trust?
For many San Diego residents, estate planning isn’t about anticipating death; it’s about proactively managing assets and ensuring a smooth …
Point Loma Estate Planning Law
What are common mistakes when creating a trust?
Establishing a trust is a powerful estate planning tool, offering benefits like probate avoidance, asset protection, and controlled distribution of …
Should I tell my beneficiaries about the trust now?
Deciding whether to inform your beneficiaries about the existence of a trust, and its contents, is a frequent question for …
Should I list personal property separately from titled assets?
The question of whether to list personal property separately from titled assets within a trust or estate plan is a …
Is there a statute of limitations for contesting a trust?
The question of whether there’s a statute of limitations for contesting a trust is a common one for individuals in …
Is interest from trust loans taxable?
The taxation of interest generated from loans made by a trust is a surprisingly complex area, often causing confusion for …