Can I exclude public assistance recipients from distributions?
The question of whether you can exclude public assistance recipients from distributions within a trust is a complex one, heavily …
Escondido Estate Planning
Can I use my estate to launch a memorial scholarship program?
Yes, utilizing your estate to establish a memorial scholarship program is a meaningful way to leave a lasting legacy and …
Can I include video messages in my trust for context?
The idea of leaving more than just written instructions for your loved ones is increasingly popular, and yes, including video …
Can a trust include incentives for attending beneficiary check-in meetings?
Yes, a trust can absolutely include incentives for attending beneficiary check-in meetings, and it’s becoming an increasingly popular and effective …
Can a special needs trust fund virtual fitness coaching services?
Navigating the financial landscape for a loved one with special needs requires careful consideration, and a common question arises regarding …