Can a trust reduce administrative burden on my family?
Establishing a trust can significantly lessen the administrative weight placed on your family during and after your lifetime, offering a …
Wildomar Estate Planning
Can the trust acquire new real estate holdings after my death?
That’s a common question for those considering a trust as part of their estate plan, and the answer is generally …
Can I add a trust protector to oversee the bypass trust?
The inclusion of a trust protector to oversee a bypass trust, a common tool in estate planning, is certainly a …
Can a no-contest clause protect my trust from being challenged?
A no-contest clause, also known as an *in terrorem* clause, is a provision within a trust or will designed to …
Can a CRT be used to preserve a historic property?
A Charitable Remainder Trust (CRT) offers a compelling strategy not only for financial planning but also for the preservation of …