Can I ensure children from all marriages are treated fairly in my plan?
Navigating the complexities of blended families and ensuring equitable treatment for all children in your estate plan is a common …
Escondido Estate Planning
What is a grantor trust vs. a non-grantor trust?
Understanding the difference between grantor and non-grantor trusts is crucial for effective estate planning, as it impacts how trust income …
Can I embed social impact investing principles in the trust document?
The question of incorporating social impact investing principles into a trust document is gaining traction as beneficiaries increasingly seek to …
Can a bypass trust include a clause to benefit community-based organizations?
Absolutely, a bypass trust—also known as a marital trust—can absolutely include a clause to benefit community-based organizations, allowing for both …
Can a bypass trust include funding for fertility treatments or adoption?
The question of whether a bypass trust—also known as an A-B trust or a credit shelter trust—can include funding for …