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Point Loma Estate Planning Law

Does creating a trust now save money later?

May 11, 2025 by admin

The question of whether establishing a trust now translates to financial savings later is a common one for individuals contemplating …

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Does a Testamentary Trust Require Court Supervision?

May 11, 2025 by admin

The question of whether a testamentary trust requires court supervision is a frequent one for individuals planning their estates, and …

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Does a revocable trust file its own tax return?

May 11, 2025 by admin

The question of whether a revocable trust files its own tax return is a common one for those establishing estate …

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Do Testamentary Trusts Require Annual Reporting?

May 11, 2025 by admin

Testamentary trusts, springing into existence upon the death of the grantor through their will, present unique reporting requirements that often …

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Do I need to update my trust if I get married?

May 11, 2025 by admin

Marriage is a significant life event that often necessitates a review of your estate planning documents, particularly your trust. While …

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Do I need a separate tax ID for the trust?

May 11, 2025 by admin

Establishing a trust is a powerful tool for estate planning, offering benefits like asset protection, privacy, and streamlined wealth transfer. …

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Recent Posts

  • Does creating a trust now save money later?
  • Does a Testamentary Trust Require Court Supervision?
  • Does a revocable trust file its own tax return?

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