Can a trust pay for therapy or rehab?
Absolutely, a trust can be a powerful tool to ensure funds are available for essential healthcare needs, including therapy and …
Wildomar Estate Planning
Can I require disclosures of outside income sources for beneficiaries?
As an estate planning attorney in Wildomar, I often encounter questions about the intricacies of trust administration and beneficiary oversight, …
Can the trust cover social media management for a beneficiary’s safety?
The question of whether a trust can cover social media management for a beneficiary’s safety is increasingly relevant in today’s …
Can I transfer the home into a bypass trust during my lifetime?
Yes, you can transfer your home into a bypass trust, also known as an A-B trust or credit shelter trust, …
Can I require investment in local or community businesses?
The question of whether you can require investment in local or community businesses within your estate plan is complex, intertwining …