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Point Loma Estate Planning

What Is a Pour-Over Will?

April 27, 2025 by admin

A pour-over will is a crucial estate planning tool that ensures your assets are distributed according to your wishes even …

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What is a No-Contest Clause in a Will?

April 27, 2025 by admin

A no-contest clause, also known as an “in terrorem” clause, is a provision within a will that discourages beneficiaries from …

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What Is a Life Insurance Trust (ILIT)?

April 27, 2025 by admin

How Does a Life Insurance Trust Benefit My Estate Plan? A life insurance trust, often referred to as an ILIT, …

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What Is a Credit Shelter Trust?

April 27, 2025 by admin

A credit shelter trust, also known as a bypass trust or a marital deduction trust, is a powerful estate planning …

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Recent Posts

  • Can I restrict how money is used by beneficiaries?
  • Can I restrict distributions to beneficiaries with poor money management?
  • Can I restrict asset transfers between irrevocable trusts?

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