Can I use estate planning to reinforce trauma-informed care within the family?
Estate planning is often viewed through a strictly financial lens—asset protection, tax mitigation, and wealth transfer—but its potential to support …
Escondido Estate Planning
Can the trust support accessible fitness club memberships?
Establishing a trust offers remarkable flexibility, extending beyond traditional financial provisions to encompass lifestyle enhancements, and yes, that absolutely can …
What happens if trust assets lose value?
The potential for asset value decline is a valid concern for anyone establishing a trust, as market fluctuations and unforeseen …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a common one in estate planning, …
Can a trust plan include funeral or burial instructions?
Yes, a trust plan can absolutely include funeral or burial instructions, though it’s not the primary function of a trust, …