Can a bypass trust require annual reviews with a financial advisor?
A bypass trust, also known as a credit shelter trust, is a valuable estate planning tool designed to minimize estate …
Wildomar 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 when the beneficiary has …
Can I allocate different spending categories with varying degrees of access control?
The question of allocating different spending categories with varying degrees of access control is central to effective trust administration 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, created within a will and taking effect after death, can significantly impact a beneficiary’s eligibility for crucial government …