Can I authorize annual trust performance evaluations?
Establishing a trust is a significant step in estate planning, but it’s not a “set it and forget it” situation; …
Wildomar Estate Planning
Can I ensure my estate avoids litigation?
The question of whether an estate can *completely* avoid litigation is complex, as legal challenges can arise from numerous unexpected …
Can I designate that excess income from the trust be reinvested?
Trusts are powerful tools in estate planning, allowing individuals to manage assets and distribute them according to their wishes, but …
Can the trust limit access to certain classes of assets?
Absolutely, a trust can be meticulously crafted to limit access to specific classes of assets, offering a granular level of …
Can I assign weighted voting to beneficiaries based on age?
The idea of assigning weighted voting to beneficiaries based on age within a trust is a fascinating one, often surfacing …