One powerful estate planning tool you could have in California is an asset protection trust. But before you use it, it's helpful to know how it works and if it fits your financial goals and unique situation. Asset protection trust (APT) An asset protection trust is an...
Month: June 2022
When should you consider a special needs trust?
Creating a special needs trust in California is a good way to protect a loved one with a physical or mental disability. Here are some facts to know if you're considering doing that. What is a special needs trust? A special needs trust is an estate planning option that...