Can I coordinate my estate plan with my insurance policies?
Absolutely, coordinating your estate plan with your insurance policies is not just advisable—it’s a cornerstone of effective wealth transfer and …
Escondido Estate Planning
Can a CRT receive proceeds from a business sale over time?
Charitable Remainder Trusts (CRTs) offer a sophisticated avenue for individuals to benefit from current income while simultaneously making a substantial …
Can I direct that trust assets not be sold under any circumstances?
The question of whether you can absolutely prohibit the sale of assets held within a trust is complex, and the …
Can I fund a CRT through a charitable installment sale?
Yes, a charitable remainder trust (CRT) can indeed be funded through a charitable installment sale, offering a sophisticated estate planning …
Can I restrict access to trust assets for substance abuse issues?
The question of whether you can restrict access to trust assets for substance abuse issues is a complex one, rooted …