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Point Loma Estate Planning

What Is a Nuncupative Will?

April 27, 2025 by admin

In the realm of estate planning, there are various legal instruments used to ensure that an individual’s wishes regarding the …

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What Is a Marital Trust?

April 27, 2025 by admin

A marital trust, also known as a spousal trust, is a legal arrangement designed to safeguard assets for the benefit …

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What Is a Grantor Retained Annuity Trust (GRAT)?

April 27, 2025 by admin

A grantor retained annuity trust (GRAT) is a sophisticated estate planning tool that can be used to transfer assets to …

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What is a Charitable Lead Trust?

April 27, 2025 by admin

A charitable lead trust (CLT) is a powerful estate planning tool that allows individuals to make significant gifts to charity …

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