Can I direct the bypass trust to prioritize zero-waste operations?
The question of directing a bypass trust to prioritize zero-waste operations is increasingly relevant as estate planning intersects with values-based …
Wildomar Estate Planning
Can a trust include funding for career coaching?
Absolutely, a trust can be structured to include funding for career coaching, offering a unique and forward-thinking benefit to beneficiaries; …
Can I assign cultural stewardship roles to beneficiaries based on expertise?
The question of assigning cultural stewardship roles to beneficiaries based on expertise within an estate plan is increasingly relevant as …
Can a special needs trust cover resume-building software?
Navigating the financial aspects of supporting a loved one with special needs is complex, and questions about permissible expenses within …
Can I designate a CPA to oversee annual tax filings for the trust?
Trusts, while excellent tools for estate planning and asset management, come with their own set of tax responsibilities, and a …