Can I request that estate assets be used to create a family memorial?
Yes, you can certainly request that estate assets be used to create a family memorial, but the process isn’t always …
Escondido Estate Planning
Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to vote on charitable distributions from an estate is intriguing and increasingly popular, reflecting a …
What about vehicles or boats—can those go in the trust?
Absolutely, vehicles like cars, trucks, motorcycles, and even boats can absolutely be titled within a living trust, and doing so …
Can a bypass trust support my grandchildren’s education expenses?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can I require a quarterly financial summary shared with a family advisor?
Navigating estate planning often extends beyond simply creating documents; it’s about ensuring ongoing financial health and transparency, especially when multiple …