Can a CRT be integrated with a revocable living trust?
Charitable Remainder Trusts (CRTs) and revocable living trusts are both powerful estate planning tools, and while distinct, they can absolutely …
Escondido Estate Planning
Can estate planning cover vacation home usage rules for heirs?
Absolutely, estate planning can and should cover vacation home usage rules for heirs, ensuring a smooth transition and preventing family …
Can I restrict stock holdings to ESG-compliant companies?
The growing interest in Environmental, Social, and Governance (ESG) factors has led many investors, including those utilizing trusts and estate …
Can a special needs trust support outdoor or nature-based therapy?
Absolutely, a special needs trust can be a powerful tool to fund a wide range of therapies, including those focused …
Can I set goals for collective family investments managed through the trust?
Establishing financial goals within a trust designed for collective family investments is not only possible, but a highly recommended practice …