Can I plan for simultaneous death scenarios?
The thought of planning for the unthinkable – the simultaneous passing of oneself and a spouse or partner – is …
Wildomar Estate Planning
What is a pour-over will and why is it used with a trust?
A pour-over will is a legal document designed to transfer any assets remaining outside of a trust into the trust …
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 estate planning attorneys …
Can I assign quarterly transparency calls for all trust stakeholders?
Establishing regular communication with trust beneficiaries and stakeholders through quarterly transparency calls is a proactive and increasingly vital practice in …