Can I provide a trust fund for non-family caregivers?
Establishing a trust to provide for the care of a loved one, especially when that care is provided by a …
Wildomar Estate Planning
Can I add assets to a CRUT but not to a CRAT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
What documents should accompany a trust for real estate transfers?
Transferring real estate into a trust is a crucial step in estate planning, offering benefits like probate avoidance, management of …
Can I use the bypass trust to support a startup incubator?
The bypass trust, a powerful tool within estate planning, allows assets to avoid probate and pass directly to beneficiaries, offering …
Can I require passive income goals for continued benefits?
The question of tying continued benefits—whether within a trust, a family agreement, or another financial arrangement—to the achievement of passive …