Can I ensure multigenerational feedback loops in estate planning?
Estate planning isn’t simply about distributing assets after one’s passing; it’s about fostering a lasting legacy and ensuring your values …
Wildomar Estate Planning
Can I require annual accounting of trust activities to beneficiaries?
Establishing clear communication and transparency is paramount when administering a trust, and a frequent question for beneficiaries, and trustees alike, …
Can I allow temporary delegation of trust access to charitable entities?
The question of temporarily delegating trust access to charitable entities is a nuanced one, often arising when a trustee desires …
Can a testamentary trust include animal care endowments for conservation?
Yes, a testamentary trust can absolutely include animal care endowments for conservation, and increasingly, estate planning attorneys like Steve Bliss …
Can I fund apprenticeships or trade school instead of college?
The rising cost of traditional four-year colleges has prompted many families to explore alternative pathways to career success, and increasingly, …