Can I build in professional management of my estate’s investment portfolio?
Yes, incorporating professional management of your estate’s investment portfolio is not only possible but often a highly recommended strategy for …
Wildomar Estate Planning
Can I allocate funds for future family-run cooperative businesses?
The question of allocating funds for future family-run cooperative businesses within an estate plan is a thoughtful one, reflecting a …
Can I give my trustee authority to pause distributions?
The question of granting a trustee the authority to pause distributions is a common one for individuals establishing trusts, particularly …
Should a newlywed couple have one trust or two?
The question of whether a newlywed couple should establish one joint trust or two separate trusts is a common one, …
Can a special needs trust support organizational memberships tied to the disability?
Navigating the complexities of a special needs trust requires careful consideration of permissible expenses, and the question of funding organizational …