Can a CRT benefit a religious order or mission-based community?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and yes, they absolutely can – and often do – benefit …
Wildomar Estate Planning
Can I fund a time capsule or archive project through the estate?
The idea of preserving memories and values for future generations is a powerful one, and many clients ask if they …
Can a special needs trust pay for benefits application coaching?
Navigating the world of government benefits for individuals with special needs is incredibly complex, and the question of whether a …
Can a bypass trust be tied to a family governance agreement?
The integration of a bypass trust with a family governance agreement is not only possible but often a strategically sound …
Can I plan for heir travel costs to attend my funeral?
Yes, it is absolutely possible to plan for and even fund heir travel costs to attend your funeral or memorial …