Should I Store My Trust With an Attorney or At Home?
The question of where to store your trust documents – with an attorney or at home – is a surprisingly …
Point Loma Estate Planning Law
Should I Include Trust Reviews in My Financial Planning Schedule?
Integrating trust reviews into your comprehensive financial planning isn’t just prudent—it’s often essential for safeguarding your assets and ensuring your …
Is there a waiting period before a testamentary trust becomes active?
Testamentary trusts, established within a will, offer a powerful way to manage and distribute assets after someone’s passing, but the …
Is disinheriting someone in a trust more secure than a will?
The question of whether disinheriting someone via a trust is “more secure” than doing so in a will is a …
Is a testamentary trust revocable or irrevocable?
The question of whether a testamentary trust is revocable or irrevocable is a common one for individuals considering estate planning, …
Is a special needs trust better than disinheriting the beneficiary?
The question of how to provide for a loved one with special needs after your passing is deeply complex, often …