Can I incorporate provisions that reward family members who provide caregiving?
The question of compensating or rewarding family members who dedicate their time and energy to providing care for loved ones …
San Diego County
Can I include vehicle titles in my estate plan?
Estate planning is often thought of in terms of real property, financial accounts, and personal possessions, but what about titled …
Can I include trigger provisions for major medical diagnoses?
Estate planning is often viewed as preparing for the inevitable end of life, but increasingly, savvy individuals are utilizing tools …
Can I include terms to protect against inflation over time?
Estate planning is often viewed as a static process – creating documents and then filing them away. However, a truly …
Can I include successor income recipients in a CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I include seasonal distribution options based on beneficiary needs?
Estate planning, particularly when utilizing trusts, isn’t a one-size-fits-all endeavor; it requires nuanced consideration of the beneficiaries and their unique …
Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …