Can I avoid Medicaid payback with a third-party trust?
Navigating the complexities of Medicaid eligibility and asset protection is a significant concern for many individuals planning for long-term care, …
Escondido Estate Planning
How do I include online accounts and passwords in my trust plan?
The digital age has created a new layer of complexity for estate planning, as our lives increasingly exist online—from financial …
What’s a dynasty trust?
A dynasty trust is an irrevocable trust designed to benefit multiple generations, potentially lasting for centuries, shielding assets from estate …
Can I set up a trust that continues for generations?
The idea of establishing a legacy, a financial and emotional inheritance that benefits family members for generations to come, is …
Can estate planning help manage a timeshare portfolio?
Timeshares, often touted as affordable vacations, can become complex assets within an estate, presenting unique challenges for heirs. Many individuals …