Can a special needs trust support remote work accommodations?
The question of whether a special needs trust can support remote work accommodations is increasingly relevant in today’s evolving work …
Wildomar Estate Planning
Can a bypass trust be funded through a disclaimer by the surviving spouse?
The question of whether a bypass trust can be funded through a disclaimer by the surviving spouse is a complex …
What if I want to move assets out of the trust?
Navigating the process of removing assets from a trust can seem daunting, but it’s a common request, and with proper …
Can I limit how inherited funds are used?
The question of controlling how inherited funds are used is a common one for estate planning, and the answer is …
How do I include online accounts and passwords in my trust plan?
The digital age has created a new layer of complexity in estate planning, as our lives increasingly reside online—from financial …