For small trusts, having a close friend or family member as the trustee is probably just fine. But for large trusts with unique assets,...

At Pacific Trust Company, we recognize that our people are our most valuable asset. They are the ones that "make the magic" happen. We'd...

When it comes to estate planning, it’s vital to know the difference between “domicile” and “residency.” Many use these terms...

At some point, you will not be here anymore. You will pass from this life in solidarity with every other human that has ever lived. An...

New Year’s is the perfect time to reflect on the past and set intentions for the future. As you set goals for the next year, I’d...

As our families gather in the coming week to celebrate Thanksgiving, we wanted to share our best practices on a different type of family...