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Wildomar Estate Planning

Can I set an age threshold for inheritance?

June 5, 2025 by admin

Yes, you absolutely can set an age threshold for inheritance, and it’s a remarkably common and wise estate planning strategy …

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Can I allow early distributions from the trust if estate tax law changes?

June 5, 2025 by admin

Navigating the complexities of estate planning requires foresight, and a crucial aspect of that is anticipating potential shifts in tax …

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Can a special needs trust subsidize a meditation instructor?

June 5, 2025 by admin

Navigating the complexities of special needs trusts requires careful consideration of what expenses can be appropriately covered, and whether a …

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Can I require beneficiaries to meet performance goals?

June 5, 2025 by admin

The question of whether you can require beneficiaries to meet performance goals within a trust is a complex one, deeply …

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Can a special needs trust fund virtual fitness coaching services?

June 5, 2025 by admin

Navigating the financial aspects of caring for a loved one with special needs is complex, and a common question arises …

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Recent Posts

  • Can I exclude public assistance recipients from distributions?
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  • Can I include video messages in my trust for context?

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