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Escondido Estate Planning

Can I plan for regular review of my estate plan during my lifetime?

June 5, 2025 by admin

Estate planning is not a one-time event; it’s a continuous process that should adapt to your evolving life circumstances, changes …

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Can a bypass trust continue for multiple generations?

June 5, 2025 by admin

The question of whether a bypass trust can continue for multiple generations is a common one, and the answer is …

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Can the CRT trustee be empowered to replace a non-performing charity?

June 5, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …

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Can I mandate estate plan reviews every decade by a legal professional?

June 5, 2025 by admin

Estate planning isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and what once seemed perfect may …

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Can I limit trustee access to investment decisions?

June 5, 2025 by admin

Navigating the complexities of a living trust often brings up concerns about control, and a common question is whether a …

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Recent Posts

  • Can I plan for regular review of my estate plan during my lifetime?
  • Can a bypass trust continue for multiple generations?
  • Can the CRT trustee be empowered to replace a non-performing charity?

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