Can a bypass trust require tax planning education for heirs?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Wildomar Estate Planning
Can I use estate planning to resolve a long-standing property dispute?
Property disputes, especially those stretching over years, can be incredibly draining—emotionally, financially, and relationally. While estate planning isn’t a *direct* …
What happens if trust assets lose value?
The potential for asset value decline is a very real concern for anyone establishing a trust, and it’s a question …
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 nuanced one, deeply rooted in …
Can I restrict trust spending by category or vendor?
The question of controlling how funds are spent within a trust is a common one for individuals creating estate plans, …