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Point Loma Estate Planning Law

Can my trust hold assets in a different currency?

May 10, 2025 by admin

The question of whether a trust can hold assets in a different currency is a common one, particularly in our …

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Can my plan provide for income-generating property maintenance funding?

May 10, 2025 by admin

Estate planning is often viewed through the lens of asset distribution *after* one’s passing, but a robust plan, particularly one …

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Can my estate plan include a clause for catastrophic event scenarios?

May 10, 2025 by admin

The question of incorporating clauses for catastrophic event scenarios into an estate plan is increasingly relevant in today’s world. While …

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Can my CPA help me with trust funding?

May 10, 2025 by admin

The question of whether your Certified Public Accountant (CPA) can assist with trust funding is surprisingly common, and the answer …

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Can I write a letter of wishes alongside my trust?

May 10, 2025 by admin

The question of whether you can, and should, write a letter of wishes alongside your trust is a common one …

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