Can I plan for simultaneous death scenarios?
The possibility of a couple or close family members passing away at or near the same time, while thankfully rare, …
Escondido Estate Planning
What is a pour-over will and why is it used with a trust?
A pour-over will is a crucial estate planning tool designed to work in tandem with a living trust, acting as …
Can I limit access to trust benefits based on household income?
The question of whether you can limit access to trust benefits based on household income is complex, but generally, yes, …
Can I restrict how an inheritance is used?
The question of whether you can restrict how an inheritance is used is a common one for those planning their …
Can I assign quarterly transparency calls for all trust stakeholders?
Establishing regular communication with trust beneficiaries and stakeholders is a cornerstone of responsible trust administration, and the idea of quarterly …