What is Community Property?
Community property is a legal concept that dictates how assets and debts are owned and divided in marriage. It’s a …
Point Loma Estate Planning
What Is an Estate Freeze?
An estate freeze is a sophisticated estate planning strategy designed to minimize potential estate taxes. It essentially involves “freezing” the …
What is an ABLE Account?
ABLE accounts, which stand for Achieving a Better Life Experience Act accounts, are specialized savings accounts designed to help individuals …
What Is a Trust Protector?
A trust protector is an individual or entity designated in a trust document to oversee the administration of the trust …