Can I use a trust to support a surviving spouse but protect assets for children?
Absolutely, a trust is a remarkably effective tool for balancing the needs of both a surviving spouse and future generations, …
Wildomar Estate Planning
Can I include retirement accounts in a living trust?
Yes, you can generally include retirement accounts in a living trust, but it requires careful planning and understanding of the …
Can the bypass trust be drafted to meet multiple state tax exemptions?
The bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to maximize the …
Can a testamentary trust assign value-based scoring to beneficiaries?
The concept of assigning value-based scoring to beneficiaries within a testamentary trust is complex, legally permissible, and increasingly popular, but …
Can I use a special needs trust to pay for homeschooling?
The question of whether a special needs trust (SNT) can be used to fund homeschooling expenses is complex and highly …