Can a testamentary trust prevent irresponsible spending?
Testamentary trusts, established through a will, offer a powerful tool to manage assets and, crucially, potentially curb irresponsible spending by …
Escondido Estate Planning
Can I fund a CRT with the proceeds from the sale of a vacation home?
Yes, you absolutely can fund a Charitable Remainder Trust (CRT) with the proceeds from the sale of a vacation home, …
Can a bypass trust allocate separate shares to different family branches?
The question of whether a bypass trust can allocate separate shares to different family branches is a common one, and …
Can I include artwork in a charitable remainder trust?
Establishing a charitable remainder trust (CRT) allows individuals to donate assets, including artwork, to a trust that provides income to …
Which assets should I put into my living trust?
Determining which assets to place within a living trust is a pivotal step in estate planning, ensuring a smooth transfer …