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Point Loma Trusts

What Is the Difference Between a CRT and a CLT?

April 27, 2025 by admin

When navigating the complex world of estate planning, it’s crucial to understand the various tools available to protect your assets …

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What Is an Irrevocable Life Insurance Trust (ILIT)?

April 27, 2025 by admin

An Irrevocable Life Insurance Trust (ILIT) is a specialized legal arrangement designed to hold life insurance policies while mitigating estate …

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What Is a Trust Protector?

April 27, 2025 by admin

Who Needs a Trust Protector? Trust protectors are individuals or entities appointed in a trust document to oversee the trustee’s …

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What is a Standalone Retirement Trust?

April 27, 2025 by admin

A standalone retirement trust (SART) is a specialized legal arrangement designed to hold and manage retirement assets outside of traditional …

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