Can I plan for regular review of my estate plan during my lifetime?
Estate planning is not a one-time event; it’s a continuous process that should adapt to your evolving life circumstances, changes …
Escondido Estate Planning
Can a bypass trust continue for multiple generations?
The question of whether a bypass trust can continue for multiple generations is a common one, and the answer is …
Can the CRT trustee be empowered to replace a non-performing charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining an income …
Can I mandate estate plan reviews every decade by a legal professional?
Estate planning isn’t a ‘set it and forget it’ endeavor; life changes, laws evolve, and what once seemed perfect may …
Can I limit trustee access to investment decisions?
Navigating the complexities of a living trust often brings up concerns about control, and a common question is whether a …