Can a special needs trust pay for long-distance family visits?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and one frequent inquiry revolves around …
Wildomar Estate Planning
Can I create a trust that includes provisions for a former spouse?
The question of whether you can include provisions for a former spouse in a trust is a common one, and …
Can a trust hold a vacation home?
Yes, a trust can absolutely hold a vacation home, and in many cases, it’s a very beneficial strategy for estate …
Can I set charitable matching contribution policies for beneficiaries?
Absolutely, establishing charitable matching contribution policies within your estate plan is a powerful way to extend your philanthropic values to …
Can I include real estate subject to a mortgage in the CRT?
Transferring real estate with an existing mortgage into a Revocable Living Trust (RLT), commonly known as a CRT, is a …