Can a special needs trust fund a sensory-friendly home renovation?
Absolutely, a special needs trust can, and often should, fund a sensory-friendly home renovation, provided it aligns with the beneficiary’s …
Wildomar Estate Planning
Can I direct beneficiaries to reinvest part of their distributions?
Yes, directing beneficiaries to reinvest a portion of their distributions is possible, but it requires careful planning and specific language …
Can I name different guardians for different children?
The question of whether you can designate different guardians for different children is a common one for parents engaging in …
Can I make the trust act as a private family bank?
The concept of utilizing a trust as a private family bank is gaining traction as families seek more control over …
What happens if a beneficiary is a minor at the time of my death?
Planning for the future involves considering all possibilities, and that includes what happens to your assets if a beneficiary is …