What is the difference between a testamentary trust and a living will?
A testamentary trust and a living will, while both crucial components of comprehensive estate planning, address distinctly different needs and …
Wildomar Estate Planning
Can a special needs trust subsidize subscription boxes for skill-building?
Navigating the financial landscape for a loved one with special needs requires careful planning, and a frequently asked question revolves …
Can a CRT use offshore investments legally?
Community Revocable Trusts (CRTs) are powerful estate planning tools allowing individuals to control their assets during life and distribute them …
Can I require monthly budget reports from the trustee?
As a beneficiary of a trust, the ability to receive regular financial updates, such as monthly budget reports, is a …
Can I mandate that the trust offer mentorship stipends?
The question of whether a trust can mandate mentorship stipends is complex, falling into the realm of trust provisions and …