Can I embed social impact investing principles in the trust document?
The concept of aligning financial resources with personal values is gaining significant traction, and increasingly, individuals are seeking ways to …
Point Loma Estate Planning Law
Can I embed a code of conduct into the trust?
The question of whether you can embed a code of conduct into a trust, particularly with the guidance of a …
Can I distribute different amounts to different heirs?
The question of whether you can distribute different amounts to different heirs within a trust is a very common one …
Can I disinherit a family member through estate planning?
The question of whether one can disinherit a family member is surprisingly common in estate planning, and the answer, while …
Can I direct the trust to maintain historic family assets?
The question of preserving family heirlooms and properties within a trust is a common and deeply emotional one for many …