Are there templates for revocable trusts?
While readily available online, using generic templates for revocable trusts can be a surprisingly risky endeavor, potentially leading to unintended …
Escondido Estate Planning
Can I embed climate-conscious investing in my estate structure?
The increasing awareness of environmental issues is prompting many individuals to align their financial strategies with their values, even extending …
Do I need to re-notarize changes made to the trust?
Trusts are powerful estate planning tools, but they aren’t set in stone; amendments and modifications are often necessary as life …
Can I appoint an investment committee to oversee CRT assets?
Community Property Trusts (CPTs), also known as CRT assets, offer a unique estate planning tool, but managing those assets effectively …
Can I require oversight of financial behavior before disbursing major gifts?
The question of whether you can require oversight of financial behavior before disbursing major gifts, particularly within the framework of …