Ensure your financial affairs are in order, and prepare for the new year by reviewing your trust for 2022. It is important to review trust documents every 2 to 3 years. There have been many recent changes to asset protection related laws as well as the US exemptions for estate...
Review Your Trust Every 2 to 3 Years
Why should you review your trust every 2 to 3 years? Many people mistakenly believe that "a trust is a trust" and once it is set up you never have to think about it again. Estate planning is not stagnant. Relationships change. Laws change. Lifestyles change. San Diegans gain new assets and...