Can a special needs trust include a backup trustee alert system?
Establishing a special needs trust is a crucial step for families seeking to protect the financial future of a loved …
Wildomar Estate Planning
Can a charitable remainder trust include environmental or ethical investment guidelines?
Yes, a charitable remainder trust (CRT) can absolutely include environmental, social, and governance (ESG) or ethical investment guidelines, though careful …
Can a bypass trust include future-facing clauses based on social trends?
The question of whether a bypass trust can incorporate future-facing clauses based on social trends is increasingly relevant in modern …
Can I use estate planning to ensure my digital legacy is preserved?
The increasing digitalization of our lives means our “stuff” isn’t just physical anymore; it’s a vast collection of online accounts, …
Can I direct that a portion of my estate fund mental health initiatives?
Absolutely, directing a portion of your estate towards mental health initiatives is not only possible but a growing trend reflecting …