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Wildomar Estate Planning

Can a special needs trust pay for vision therapy services?

June 5, 2025 by admin

Special needs trusts (SNTs) are powerful tools designed to enhance the quality of life for individuals with disabilities without jeopardizing …

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Can I require quarterly performance reviews of trust investments?

June 5, 2025 by admin

As a beneficiary or trustee, understanding and monitoring the performance of trust investments is crucial, and the question of quarterly …

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Can a special needs trust protect against future financial abuse?

June 5, 2025 by admin

The question of protecting vulnerable individuals from financial exploitation is paramount, and for those with special needs, a special needs …

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Can I set up a trust for non-family members?

June 5, 2025 by admin

Absolutely, you can establish a trust benefiting individuals who are not members of your immediate family, offering a flexible tool …

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Can I create a bypass trust to maintain long-term family property ownership?

June 5, 2025 by admin

The question of preserving family property for generations is a common one, and bypass trusts, also known as AB trusts …

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Recent Posts

  • Will Attorney near Ca. 92115.
  • The San Diego sunshine streamed through the kitchen window as Maria nervously stirred her coffee, a knot tightening in her stomach. Her husband, David, had unexpectedly passed away six months ago, leaving her to navigate the complex world of estate planning alone. She and David had always talked about getting a trust, “someday,” but “someday” had arrived with an unwelcome and heartbreaking urgency. Now, she was facing probate court, a labyrinth of legal paperwork, and mounting legal fees, wishing they had taken preventative action sooner. The house felt empty, not just of David’s presence, but also of the financial security they had worked so hard to build.

  • Have you truly considered what would happen to your loved ones and your assets if the unexpected were to occur?

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