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Wildomar Estate Planning

Can I close a trust before I die?

June 3, 2025 by admin

Yes, you can generally close a trust before you die, but the process isn’t always straightforward and depends heavily on …

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Can a trust reward marriage or parenting milestones?

June 3, 2025 by admin

The idea of incentivizing life events like marriage or achieving parenting milestones within a trust is gaining traction as a …

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Can a special needs trust pay for services related to establishing medical power of attorney?

June 3, 2025 by admin

The question of whether a special needs trust (SNT) can cover the costs associated with establishing a medical power of …

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Can a testamentary trust include ethical or moral guidelines?

June 3, 2025 by admin

Yes, a testamentary trust can absolutely include ethical or moral guidelines, though the extent to which these are enforceable can …

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How do state-specific inheritance tax exemptions impact testamentary trusts?

June 3, 2025 by admin

The interplay between state inheritance tax exemptions and testamentary trusts is a complex area of estate planning, often overlooked but …

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Recent Posts

  • Who should have copies of my trust?
  • Can a trust reward marriage or parenting milestones?
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