Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is a nuanced …
Wildomar Estate Planning
Can I make contributions to community housing part of trust terms?
The idea of incorporating charitable contributions, specifically towards community housing, within the terms of a trust is not only possible, …
Can I update my estate plan after a divorce?
Divorce is a significant life event that necessitates a review and likely, an update to your estate plan. Failing to …
Can I restrict the trust from investing in high-risk emerging markets?
As an estate planning attorney in Wildomar, I frequently encounter clients concerned about the investment strategies within their trusts, and …
What is a beneficiary of a trust?
A beneficiary of a trust is the individual or entity who will ultimately receive benefits from the assets held within …