Can a special needs trust help with travel visas or documentation?
Navigating international travel with a loved one who has special needs presents a unique set of challenges, and while a …
Wildomar Estate Planning
What is a marital trust and how is it different?
A marital trust, also known as a Qualified Personal Residence Trust (QPRT), is an estate planning tool designed to provide …
Can I allow heirs to redirect part of their inheritance to charity?
Absolutely, you can structure your estate plan to allow your heirs to redirect a portion of their inheritance to a …
Can I assign different trustees for different parts of the trust?
The question of whether you can assign different trustees for different parts of a trust is a common one for …
Can I set aside funds in my estate for family legal expenses?
Planning for the future often extends beyond financial assets; it also encompasses anticipating potential legal challenges that loved ones might …