Can a CRT be used to align charitable and environmental goals in a single plan?
A Charitable Remainder Trust (CRT) absolutely can be a powerful tool to align both charitable and environmental goals within a …
Wildomar Estate Planning
Can I require trustee participation in future-proofing workshops or education?
As an estate planning attorney in Wildomar, I often encounter clients wondering about the best ways to ensure their estate …
Can a trust designate control of my social media accounts?
The digital age has introduced a novel challenge to traditional estate planning: what happens to our online lives after we’re …
Can the trust fund an ongoing subscription to mental health check-in platforms?
The question of whether a trust can fund ongoing subscriptions to mental health check-in platforms is increasingly relevant in today’s …
How do I avoid probate for forgotten assets?
Probate, the legal process of validating a will and distributing assets, can be a lengthy and costly affair, but often …