Can I plan for my estate to support refugee resettlement or migration efforts?
Yes, absolutely you can integrate charitable giving to refugee resettlement or migration efforts into your estate plan, and it’s becoming …
Wildomar Estate Planning
Can a special needs trust support group housing arrangements?
Establishing secure and supportive living arrangements is a paramount concern for families with loved ones who have special needs, and …
Can a testamentary trust be used to support aging parents?
A testamentary trust, established through a will, can indeed be a powerful tool to support aging parents, offering a structured …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals, like attorneys, financial advisors, and accountants, …
Can a bypass trust provide funding to digitize family photos and records?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …