What Assets Should Not Be Placed in a Trust?
Trusts are powerful legal tools that can provide significant benefits for estate planning, asset protection, and tax optimization. However, it’s …
Point Loma Trusts
What Are the Tax Implications of Rental Property in a Trust?
Holding real estate within a trust can be an effective strategy for asset protection, estate planning, and wealth transfer. However, …
What are the Fiduciary Duties of a Trustee?
A trustee plays a crucial role in estate planning, holding legal title to assets and managing them for the benefit …
Should Retirement Accounts Be Placed in a Trust?
The question of whether to place retirement accounts in a trust is a complex one with no easy answer. It …