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March 25, 2026
Trusts That Help Minimize Tax Exposure
Trusts are one of the most powerful tools for high-net-worth Californians to protect their wealth and minimize tax exposure. The right trust strategy can ensure your assets are transferred efficiently while maintaining control. Common Trust Types for Tax Planning Irrevocable Life Insurance Trusts (ILITs)Remove life insurance proceeds from your taxable estate Grantor Retained Annuity Trusts...
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