Can I leave funds for religious pilgrimage or tradition-based travel?
Absolutely, it is possible to designate funds within your estate plan for religious pilgrimages or tradition-based travel, and it’s a …
Wildomar Estate Planning
Can I use a generation-skipping trust to preserve wealth for grandchildren?
Generation-skipping trusts (GSTs) are powerful estate planning tools designed to transfer assets to grandchildren (or more remote descendants) while potentially …
Can a special needs trust cover public speaking coaching?
Navigating the complexities of special needs trusts often brings up questions about permissible expenses, and whether something like public speaking …
Can I require beneficiaries to live in a specific location to inherit?
The question of whether you can require beneficiaries to live in a specific location to inherit is complex and depends …
Can the trust include an honor code for intergenerational collaboration?
The question of embedding an “honor code” for intergenerational collaboration within a trust is a fascinating and increasingly relevant one, …