Can I require a debt-free certification from heirs for full access?
The question of requiring debt-free certification from heirs before granting full access to inherited assets is a common one, and …
Escondido Estate Planning
Can I set a limit on how much a beneficiary can withdraw annually?
Yes, absolutely, establishing limitations on beneficiary withdrawals is a common and prudent practice in trust planning, offering a layer of …
Can I make charitable donor-advised funds part of trust administration?
Yes, incorporating charitable donor-advised funds (DAFs) into trust administration is a sophisticated yet increasingly popular estate planning strategy, allowing individuals …
Can a special needs trust provide software for scheduling rotating caregivers?
Navigating the care of a loved one with special needs often involves a complex web of medical appointments, therapies, and …
Can I require the trustee to provide annual updates to my heirs?
Establishing a living trust is a significant step in securing your legacy and providing for your loved ones, but it’s …