Can I require family conflict resolution before distributions resume?
Navigating family dynamics after the passing of a loved one, or even during estate planning for the future, is often …
Wildomar Estate Planning
What happens when a beneficiary dies?
The death of a beneficiary—someone named to receive assets in a trust or will—can create complications in estate planning, but …
Can estate planning ensure my digital photos are preserved and shared?
The proliferation of digital photography has created a new challenge for estate planning: what happens to our cherished digital memories …
Can I write in rebalancing rules for investment portfolios?
The question of whether you can write in rebalancing rules for investment portfolios within an estate plan is a nuanced …
Can the trust include built-in sunset clauses for reevaluation?
Absolutely, a trust can, and often should, include built-in sunset clauses for reevaluation, allowing for adjustments based on changing circumstances, …