Can I tie trust distributions to economic conditions?
The ability to tie trust distributions to economic conditions is a sophisticated estate planning technique gaining traction as financial landscapes …
Wildomar Estate Planning
Can a bypass trust continue if the surviving spouse becomes incapacitated?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can continue if the …
How do I choose a trustee?
Selecting a trustee is one of the most critical decisions in estate planning, a process far more nuanced than simply …
Can a bypass trust own and operate a family retreat property?
Absolutely, a bypass trust, also known as a credit shelter trust, can indeed own and operate a family retreat property, …
Can I allocate funds for eco-friendly burial arrangements?
The growing awareness of our environmental impact extends even to end-of-life considerations, leading many to explore eco-friendly burial options, and …