Can I include backup provisions in case the beneficiary’s needs change?
Estate planning, at its core, is about anticipating the future and preparing for the unexpected—and that includes acknowledging that life …
Wildomar Estate Planning
Can I choose how the trust income is distributed—monthly or quarterly?
The flexibility in receiving income from a trust is a common and important question for many individuals considering estate planning, …
Can the trust sponsor wellness challenges or reward programs?
The question of whether a trust can sponsor wellness challenges or reward programs is becoming increasingly common as estate planning …
Can I force the sale of specific assets at liquidation?
The question of whether you can force the sale of specific assets during liquidation, particularly within the context of a …
Can a special needs trust fund access to disability-themed literature?
The question of whether a special needs trust (SNT) can fund access to disability-themed literature, while seemingly straightforward, touches upon …