Can I include charitable obligations in the estate structure?
Absolutely, incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes …
Escondido Estate Planning
Can I leave instructions for the trustee on hiring financial advisors?
Navigating the complexities of estate planning often extends beyond simply distributing assets; it involves ensuring those assets continue to grow …
Can a special needs trust support life coaching tailored for disability planning?
Absolutely, a special needs trust (SNT) can, and often should, support life coaching tailored for disability planning, provided it aligns …
Can I include loan provisions for beneficiaries in a testamentary trust?
Yes, it is absolutely possible to include loan provisions for beneficiaries within a testamentary trust, though careful consideration and legal …
Can I create access tiers within the trust based on accountability measures?
The question of structuring access to trust assets based on accountability is a fascinating and increasingly relevant one in modern …