What Is the Difference Between a CRT and a CLT?
When navigating the complex world of estate planning, it’s crucial to understand the various tools available to protect your assets …
Point Loma Trusts
What Is an Irrevocable Life Insurance Trust (ILIT)?
An Irrevocable Life Insurance Trust (ILIT) is a specialized legal arrangement designed to hold life insurance policies while mitigating estate …
What Is a Trust Protector?
Who Needs a Trust Protector? Trust protectors are individuals or entities appointed in a trust document to oversee the trustee’s …
What is a Standalone Retirement Trust?
A standalone retirement trust (SART) is a specialized legal arrangement designed to hold and manage retirement assets outside of traditional …