Can I implement a mandatory mentorship program for beneficiaries?
The question of implementing a mandatory mentorship program for beneficiaries of trusts and estates is a complex one, touching on …
Wildomar Estate Planning
Is a revocable trust public record?
The short answer is no, a revocable trust is generally not a public record, offering a level of privacy that …
Can a testamentary trust reward beneficiaries for remaining debt-free?
The concept of incentivizing debt-free living within a testamentary trust is increasingly popular, offering a unique way to guide beneficiaries …
Can I make regular contributions to a special needs trust?
Establishing a special needs trust is a crucial step for families seeking to provide long-term financial security for a loved …
Can my estate plan include mediation procedures for family disputes?
Absolutely, an estate plan can, and often should, incorporate procedures for mediation to address potential family disputes that may arise …