Can I include global banking access instructions for international heirs?
Navigating estate planning for international heirs presents a unique set of challenges, particularly when it comes to accessing global banking …
Wildomar Estate Planning
Can I prohibit trustee investment in fossil fuel companies?
The question of whether you can prohibit a trustee from investing in fossil fuel companies is becoming increasingly common, reflecting …
Can a testamentary trust support an elderly parent?
Testamentary trusts, created within a will and coming into effect upon death, can indeed be structured to provide ongoing financial …
Can a trust include delayed review periods before funds are distributed?
Absolutely, a trust can, and often *should*, include delayed review periods, or “spendthrift” provisions, before funds are distributed, allowing for …
Can I create income streams for each beneficiary through my plan?
Absolutely, crafting a comprehensive estate plan with income streams for each beneficiary is not only possible but a powerful way …