It is important to update your trust and estate plan regularly to protect your interests and meet the changing requirements of your future while integrating changes in law and best practices to provide for every potential scenario. "We were meaning to make some changes when Bob's health rapidly declined -...
The Difference Between an A-B Trust and a Disclaimer Trust in San Diego
What is the difference between an A-B trust and a disclaimer trust in San Diego? The classic A-B trust has been around for years. The A-B trust was developed for spouses, and places the property, investments, accounts and assets of a married couple into a revocable trust known as an...
What is a Disclaimer Trust and Should We Consider it to Replace Our Existing Trust?
What is a disclaimer trust and should you consider replacing older trusts with a disclaimer trust? There has been a lot of conversation (and misinformation) on this topic, and it is important for our clients to understand the advantages and disadvantages of each option available to them as they plan...