Can I plan for succession of a rental property business?
Succession planning for a rental property business, much like any business, is a critical yet often overlooked aspect of estate …
San Diego County
Can I plan for long-term care as part of my estate plan?
The question of integrating long-term care planning into your estate plan is increasingly relevant, as the population ages and the …
Can I plan for burial in a specific cemetery or method?
Estate planning, traditionally focused on financial and property distribution, increasingly encompasses deeply personal wishes—including those surrounding final arrangements. Many individuals …
Can I place funds in a trust that only become available during a recession?
The idea of structuring a trust to distribute funds specifically during an economic recession is certainly innovative, and absolutely achievable …
Can I place a legacy letter or family mission document in the trust file?
The question of incorporating personal documents like legacy letters or family mission statements into a trust file is a surprisingly …
Can I outline specific purposes for trust fund disbursements?
Establishing a trust is a powerful estate planning tool, allowing individuals to control how and when their assets are distributed …
Can I offer early estate incentives to those who reduce estate tax exposure?
The question of offering early estate planning incentives to clients seeking to minimize estate tax exposure is a nuanced one, …