Should my financial advisor be involved in trust management?
The question of whether your financial advisor should be involved in trust management is a crucial one, often overlooked in …
Escondido Estate Planning
What are the most common mistakes in setting up a special needs trust?
Establishing a special needs trust (SNT) is a crucial step for families wanting to provide for a loved one with …
Can I name a backup trustee?
Absolutely, naming a backup trustee, also known as a successor trustee, is a crucial component of a well-structured estate plan, …
Can I limit how often distributions are made from the trust?
Establishing a trust is a powerful tool for managing and distributing assets, but many clients wonder about the level of …
Can I name backup trustees and executors?
Absolutely, naming backup trustees and executors is a crucial component of comprehensive estate planning, offering a safety net to ensure …