Can estate planning ensure continuity for a vacation home?
Successfully transferring ownership of a vacation home after your passing or incapacitation requires careful estate planning, going beyond simply naming …
Wildomar Estate Planning
Can a special needs trust include contingency funds for therapy transitions?
Absolutely, a special needs trust can, and often *should*, include contingency funds specifically earmarked for therapy transitions, as these transitions …
Can I use a testamentary trust to preserve certain family traditions?
Yes, a testamentary trust can absolutely be a powerful tool to not only distribute assets but also to actively preserve …
What happens if a testamentary trust is not fully funded?
A testamentary trust, created within a will, offers a powerful tool for managing and distributing assets after someone’s passing, but …
Can a bypass trust include an inflation-adjustment clause for distributions?
The question of whether a bypass trust – also known as a credit shelter trust – can include an inflation-adjustment …