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What is a Trust

What is a trust and how can it help you to protect your investments and assets such as your home?  A trust is a separate legal entity that holds property and assets for the benefit of another party.  In most cases a trust is utilized to reduce liabilities and a...

Review and Update Your San Diego Trust Every 2 to 3 Years

Why is it important to review and update your San Diego trust every 2 to 3 years?  Once an estate plan is generated and your trust(s) are established and funded aren't you finished?  The simple answer is no.  Life changes.  Finances change.  The behavior and needs of heirs and beneficiaries...