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Wildomar Estate Planning

What happens if my trustee becomes incapacitated?

May 31, 2025 by admin

The possibility of a trustee becoming incapacitated is a very real concern in estate planning, and something that should be …

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Can the trust pay for insurance premiums on my behalf?

May 31, 2025 by admin

Yes, a properly structured trust absolutely can pay for insurance premiums on your behalf, offering a significant level of financial …

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Can a CRT receive income from franchised operations?

May 31, 2025 by admin

Certainly, a Community Reinvestment Trust (CRT) can receive income from franchised operations, though careful structuring is essential to maintain its …

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Can I require annual reviews of trustee performance?

May 31, 2025 by admin

As a central component of responsible estate planning, ensuring the diligent and effective management of a trust is paramount, and …

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How do I know if a special needs trust is the right option?

May 31, 2025 by admin

Navigating the world of estate planning can feel overwhelming, especially when considering the unique needs of a loved one with …

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Recent Posts

  • Can I request that estate assets be used to create a family memorial?
  • Can I grant heirs tokens to vote on charitable causes funded by the estate?
  • What about vehicles or boats—can those go in the trust?

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