Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust (SNT) can cover the costs of virtual retreats is nuanced, hinging on …
Wildomar Estate Planning
Can I make legacy projects part of the inheritance process?
The question of incorporating “legacy projects” – those passions, businesses, or ongoing commitments beyond simple financial assets – into the …
Can I divide my estate by need rather than equally?
The question of whether you can divide your estate based on need rather than equally is a common one, and …
Can I combine a testamentary trust with a living trust plan?
Absolutely, combining a testamentary trust with a living trust is a common and often advantageous estate planning strategy employed by …
Can I use a trust to fund a future home for my kids?
Absolutely, utilizing a trust to secure a future home for your children is a sophisticated estate planning strategy gaining popularity, …