Can I include media and entertainment spending limits?
Navigating the complexities of special needs trusts requires careful consideration of numerous factors, including allowances for seemingly minor expenses like …
Wildomar Estate Planning
Can the trust subsidize skill-tracking apps for personal development?
The question of whether a trust can subsidize skill-tracking apps for personal development is increasingly relevant in an era where …
Can I place limitations on selling inherited property?
Inherited property presents unique challenges and opportunities, and while it often represents a financial windfall, it also carries emotional weight …
Can a CRT pay income to a trust instead of an individual?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but the rules governing distributions can be nuanced. While CRTs are …
Can I offer supplemental grants for heirs pursuing environmental careers?
The question of incorporating charitable giving, specifically supplemental grants for heirs pursuing environmental careers, into estate planning is becoming increasingly …