Can I require tax-preparer sign-off before distributions?
The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, often arising from a desire …
Wildomar Estate Planning
Can I create a trust specifically for a future wedding?
Establishing a trust to fund a future wedding is an increasingly popular, and remarkably practical, approach to financial planning for …
How do you account for inflation in long-term testamentary trust planning?
Planning for the future with a testamentary trust requires careful consideration of numerous factors, but one of the most insidious …
Can I use my estate plan to support diversity, equity, and inclusion causes?
Absolutely, your estate plan can be a powerful tool to champion diversity, equity, and inclusion (DEI) causes that are important …
What happens if I get divorced?
Divorce is a deeply personal and often emotionally challenging experience, but it also carries significant legal and financial implications, especially …