Can I use estate planning to prepare for future medical decisions?
Absolutely, estate planning isn’t just about what happens to your assets after you’re gone; it’s a powerful tool for ensuring …
Wildomar Estate Planning
Can a CRT be structured with a built-in flexibility clause for charitable intent?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can I attach annual environmental reviews to property inheritance?
The question of attaching annual environmental reviews to property inheritance is increasingly relevant as environmental concerns grow and potential liabilities …
Can a testamentary trust allow for discretionary bonuses?
Yes, a testamentary trust can absolutely allow for discretionary bonuses, offering a flexible tool within estate planning to provide for …
Can I tie disbursements to sustainable career pursuits?
The question of whether you can tie disbursements from a trust or estate to sustainable career pursuits—specifically, funding education or …