How does an irrevocable trust help with Medicaid planning?
Navigating the complexities of long-term care costs is a significant concern for many Americans, and Medicaid, while a vital resource, …
Escondido Estate Planning
Can I require trustee reports be submitted to an attorney annually?
Yes, you absolutely can, and often it’s a very prudent practice to request annual reports from a trustee, delivered directly …
Can I link trust access to wellness or health screenings?
The question of linking trust access to wellness or health screenings is gaining traction as individuals proactively plan for potential …
Can I include career coaching as part of trust benefits?
The question of incorporating career coaching as a benefit within a trust is becoming increasingly relevant, particularly as wealth transfer …
Does creating a trust now save money later?
The question of whether establishing a trust now translates to financial savings later is a common one, and the answer …