Can a special needs trust cover digital subscriptions to news or magazines?
The question of whether a special needs trust (SNT) can cover digital subscriptions to news or magazines is a common …
Escondido Estate Planning
Can I require a social worker on the trustee advisory team?
The question of integrating a social worker into a trustee advisory team is increasingly relevant, particularly in estate planning that …
Can I prioritize one beneficiary over another for business assets?
Navigating the complexities of estate planning, particularly when business assets are involved, often presents unique challenges for individuals seeking to …
Can I assign a backup charity if the original one no longer exists?
The question of assigning a backup charity within a trust or estate plan is a common and prudent one, and …
How do I avoid probate for forgotten assets?
The unfortunate reality is that many Americans have “forgotten assets”—unclaimed property, dormant bank accounts, or policies they’ve simply lost track …