Should I Give My Financial Advisor a Copy of the Trust?
The question of whether to share your trust documents with your financial advisor is a common one, especially for clients …
Point Loma Estate Planning Law
Is the trust required to file its own tax return?
The question of whether a trust is required to file its own tax return is surprisingly nuanced, and often causes …
Is court supervision required for testamentary trusts?
Testamentary trusts, created within a last will and testament, are a powerful estate planning tool allowing for the managed distribution …
Is a testamentary trust required to file its own tax return?
The question of whether a testamentary trust needs to file its own tax return is a common one for beneficiaries …
Is a revocable trust public record?
The question of whether a revocable trust becomes a public record is a common one for individuals considering estate planning …