Can I ensure children from all marriages are treated fairly in my plan?
Planning for the equitable distribution of assets among children from multiple marriages is a common concern for many individuals, and …
Wildomar Estate Planning
What is a grantor trust vs. a non-grantor trust?
Understanding the distinction between grantor and non-grantor trusts is fundamental in estate planning, as it significantly impacts tax implications and …
Can I embed social impact investing principles in the trust document?
The question of integrating social impact investing into a trust document is gaining significant traction as beneficiaries increasingly desire their …
Can a bypass trust include a clause to benefit community-based organizations?
Absolutely, a bypass trust can indeed include a clause to benefit community-based organizations, allowing individuals to leave a lasting legacy …
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 marital trust—can include funding for fertility …