Can the trust provide support for learning entrepreneurial skills?
Trusts, traditionally viewed as tools for wealth preservation and distribution, are increasingly flexible instruments capable of fostering personal growth, even …
Wildomar Estate Planning
Can I fund a bypass trust with life insurance proceeds?
Yes, you absolutely can fund a bypass trust, also known as an exemption trust, with life insurance proceeds, and it’s …
Can I fund a bypass trust with jointly owned property?
The question of whether you can fund a bypass trust—also known as a credit shelter trust or an A-B trust—with …
Can the trust support grief counseling for family trauma events?
Establishing a trust is often viewed through the lens of financial security, ensuring assets are distributed according to one’s wishes …
Can I include provisions for inflation-adjusted income distributions?
The question of whether you can include provisions for inflation-adjusted income distributions within your estate plan is a common one, …