Can a special needs trust cover upgrades to air filtration systems?
Navigating the complexities of special needs trusts requires careful consideration of allowable expenses, and the question of whether upgrades to …
Wildomar Estate Planning
Can estate planning account for inflation?
Yes, estate planning can and absolutely should account for inflation to preserve the real value of assets passed down to …
Can I include charitable obligations in the estate structure?
Absolutely, incorporating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support causes …
Can I leave instructions for the trustee on hiring financial advisors?
Navigating the complexities of estate planning often extends beyond simply distributing assets; it encompasses ensuring those assets continue to grow …
Can I assign professional mediators as part of the trust’s structure?
The question of incorporating professional mediators into the framework of a trust is gaining traction as families recognize the potential …