Can a CRT make payments in kind rather than cash?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Wildomar Estate Planning
Can I restrict foreign investment exposure within estate assets?
Navigating the complexities of estate planning often includes considerations beyond domestic assets, particularly regarding foreign investments. Many individuals, even those …
Can a testamentary trust be created through a handwritten will?
The creation of a testamentary trust through a handwritten, or holographic, will is a complex legal issue, varying significantly by …
Can I include guidelines for environmentally conscious investing in the trust?
Yes, absolutely, you can incorporate guidelines for environmentally conscious investing within your trust documents, reflecting your values and preferences for …
Can I allocate funds for dental and vision expenses separately?
Planning for future healthcare costs, including dental and vision care, is a significant concern for many families, and the ability …