Should my financial advisor be involved in trust management?
The question of whether your financial advisor should be involved in trust management is a critical one, requiring careful consideration …
Wildomar Estate Planning
What are the most common mistakes in setting up a special needs trust?
Establishing a special needs trust (SNT) is a powerful tool to provide for a loved one with disabilities without disqualifying …
Can I name a backup trustee?
The question of whether you can name a backup trustee is a crucial one in estate planning, and the answer …
Can I limit how often distributions are made from the trust?
Establishing a trust is a powerful tool in estate planning, offering control over assets even after your passing, and a …
Can I name backup trustees and executors?
Absolutely, naming backup trustees and executors is a crucial component of a comprehensive estate plan, providing a safety net to …