Can I assign a mentorship panel to oversee distributions to younger heirs?
The question of how best to manage inheritances for young or inexperienced heirs is a common one, and the answer …
Escondido Estate Planning
Can I fund a trust while I’m still alive?
Yes, absolutely you can, and in fact, it’s the most common way to establish and utilize a trust for estate …
Should I include trust reviews in my financial planning schedule?
Incorporating regular trust reviews into your financial planning schedule is not merely advisable; it’s a critical component of responsible wealth …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can I allocate specific assets to charities within one CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …