What is a Trust Investment Policy Statement?
A trust investment policy statement (TIPS) is a crucial document that outlines the investment guidelines for a trust. It acts …
Point Loma Trust Administration
What is a Successor Beneficiary?
In the realm of estate planning, understanding the nuances of beneficiaries and their roles is crucial. A successor beneficiary steps …
What is a Spendthrift Clause?
A spendthrift clause is a provision often included in trusts that aims to protect trust assets from being squandered by …
What Is a QTIP Trust?
A Qualified Terminable Interest Property (QTIP) trust is a specialized type of irrevocable trust designed to provide for a surviving …