What is the Prudent Investor Rule?
The Prudent Investor Rule is a cornerstone principle in trust administration, guiding trustees on how to manage and invest trust …
Point Loma Trust Administration
What Is the Difference Between a Trust and an Estate?
Estate planning can seem daunting, filled with legal jargon and complex decisions. Two terms often cause confusion: “trust” and “estate.” …
What Is An Irrevocable Trust?
An irrevocable trust is a legal arrangement where assets are transferred into a trust, and control over those assets is …
What Is a Trust Transfer Deed?
A trust transfer deed is a legal document used to transfer ownership of real estate from an individual (the grantor) …