Can I establish separate investment pools within one bypass trust?
The question of whether one can establish separate investment pools within a single bypass trust is a common one for …
Wildomar Estate Planning
Can a CRT be funded with a promissory note?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I mandate mediation before family legal proceedings are initiated?
The question of whether you can *mandate* mediation before initiating family legal proceedings, like divorce or custody disputes, is nuanced …
Can I delay inheritance until the beneficiary becomes a parent?
The question of delaying inheritance until a beneficiary becomes a parent is becoming increasingly common as individuals seek more control …
What are the tax implications of an irrevocable trust?
Irrevocable trusts, while powerful estate planning tools, present a unique set of tax considerations that require careful navigation. Understanding these …