North County San Diego Financial Truths

Wealth Management and Investment Management in Southern California

Living Trust

What Goes In My Living Trust?

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One of the questions I’m often asked by people who own trust is, “what belongs in my trust?” or “what assets should be registered in a trust?” What is a living trust? It is a written legal document that partially substitutes for a will. With a living trust, your assets are put into the trust, for […]

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