Can I avoid Medicaid payback with a third-party trust?
Navigating the complexities of Medicaid eligibility and asset protection requires careful planning, and one strategy often employed is the use …
Wildomar Estate Planning
Can I mandate financial literacy programs for the beneficiary?
The question of whether you can mandate financial literacy programs for a trust beneficiary is increasingly relevant as estate planning …
Can I prevent my estate from being mismanaged?
Protecting your estate from mismanagement is a paramount concern for many individuals, and with good reason; unfortunately, approximately 65% of …
Can I require verified community involvement hours for distributions?
The question of whether to require verified community involvement hours as a condition for distributions from a trust or estate …
Can I make annual charitable gifts a condition of heir distributions?
The desire to instill values and continue philanthropic endeavors after one’s passing is a common and admirable goal for many …