Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is complex, steeped in …
Escondido Estate Planning
Can the trust include an honor code for intergenerational collaboration?
Establishing a trust is about more than just asset distribution; it’s about safeguarding values and fostering a legacy that extends …
Can the surviving spouse choose to opt out of a bypass trust?
The question of whether a surviving spouse can opt out of a bypass trust, also known as a credit shelter …
How do I make changes to the trust after it’s created?
Once a trust is established, it’s not set in stone, but modifying it requires careful consideration and adherence to specific …
Can I structure my estate to address environmental disasters?
The increasing frequency and severity of environmental disasters—from wildfires and hurricanes to floods and droughts—are prompting more individuals to consider …