Can I be the trustee of my own irrevocable trust?
The question of whether you can serve as the trustee of your own irrevocable trust is complex, and the answer …
Escondido Estate Planning
Can I fund a CRT with S corporation stock without disqualifying the trust?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets, receive income for a period of …
Can the trust pay for nutrition planning apps recommended by a doctor?
Navigating the financial aspects of healthcare, even extending to digital wellness tools, requires careful consideration when utilizing a trust. Generally, …
Can a trust help cover costs associated with mobile caregiving apps?
As the senior population grows, so does the demand for innovative care solutions, including mobile caregiving apps that offer remote …
Can I account for inflation when planning bequests?
Planning bequests is a thoughtful act, ensuring your loved ones are provided for, but simply stating a fixed dollar amount …