Can I use the trust to fund psychological assessments for legacy planning?
The question of whether a trust can fund psychological assessments for legacy planning is increasingly relevant as estate planning evolves …
Wildomar Estate Planning
Can I specify who receives sentimental personal property?
The question of distributing sentimental personal property is a common one in estate planning, and the answer is a resounding …
Are distributions from the trust taxable to beneficiaries?
The question of whether distributions from a trust are taxable to beneficiaries is a common one, and the answer, unsurprisingly, …
Can I include career coaching as part of trust benefits?
The question of incorporating career coaching as a benefit within a trust is increasingly relevant as estate planning evolves beyond …
Does creating a trust now save money later?
The question of whether establishing a trust now results in long-term financial savings is a common one, and the answer, …