Can a bypass trust require annual reviews with a financial advisor?
Bypass trusts, also known as credit shelter trusts, are estate planning tools designed to take advantage of the federal estate …
Escondido Estate Planning
Can a special needs trust include clauses for adaptive pet care services?
Absolutely, a special needs trust can, and often should, include clauses for adaptive pet care services, recognizing the profound emotional …
Can I allocate different spending categories with varying degrees of access control?
The ability to allocate different spending categories with varying degrees of access control is a cornerstone of sophisticated trust and …
Can I use estate planning to coordinate care among multiple adult children?
Estate planning isn’t just about what happens after you’re gone; it’s a powerful tool for managing your affairs while you’re …
How do testamentary trusts affect eligibility for government benefits?
Testamentary trusts, established through a will and taking effect after death, can significantly impact a beneficiary’s eligibility for crucial government …