Can I place a legacy letter or family mission document in the trust file?
The question of whether to include a legacy letter or family mission document within a trust file is a common …
Point Loma Estate Planning Law
Can I Penalize Excessive Borrowing from the Trust?
Navigating the complexities of trust administration often brings up the question of how to handle beneficiaries who repeatedly or excessively …
Can I name my trust as a beneficiary on insurance policies?
The question of whether you can name a trust as a beneficiary on insurance policies is a common one, and …
Can I name co-trustees in my trust?
The question of whether you can name co-trustees in your trust is a common one for individuals planning their estate, …
Can I name alternate guardians for my children?
The question of who will care for your children if something unforeseen happens is paramount for any parent, and thankfully, …