Can I require dual authorization for large purchases through the trust?
Absolutely, requiring dual authorization for large purchases made through a trust is not only possible but a highly recommended practice …
Wildomar Estate Planning
Should my beneficiaries have a copy of the trust?
The question of whether to provide beneficiaries with a copy of a trust document is surprisingly common, and the answer …
Can I provide estate funding for assisted living expenses for a surviving parent?
Navigating the financial landscape of assisted living for a surviving parent is a complex undertaking, often requiring careful planning and …
Can I require independent asset appraisals every three years?
The question of whether you can—and should—require independent asset appraisals every three years within your estate plan is a pertinent …
Can I designate cultural literacy tests as part of educational incentives?
The idea of incorporating cultural literacy tests into educational incentive programs is a complex one, sparking debate about fairness, accessibility, …