Can I include mental health support services as a trust benefit?
The question of incorporating mental health support services as a trust benefit is gaining traction as estate planning evolves to …
Wildomar Estate Planning
Can I require that the trust be reviewed every 10 years for relevance?
Absolutely, incorporating a decennial review clause into your trust is a prudent and increasingly common practice for estate planning, ensuring …
Can the trust support legal guardianship transitions?
Establishing a trust is often seen as a way to manage assets, but its capabilities extend far beyond mere financial …
Can I set up a trust to fund a startup for a beneficiary?
Yes, establishing a trust to fund a startup for a beneficiary is absolutely possible, and a growing number of families …
Can I enforce performance reviews for trustee responsibilities?
Trustees hold a significant responsibility, managing assets and fulfilling the wishes outlined in a trust document, but the idea of …