Can I require trustees to follow a mission-aligned investment policy?
The question of whether you can require trustees to adhere to a mission-aligned investment policy is increasingly relevant, as more …
Wildomar Estate Planning
Can I set aside funds for annual family reunions?
Planning for cherished family traditions like annual reunions requires foresight, and a little financial planning can ensure these gatherings continue …
Can a living trust help avoid court disputes?
A living trust is a powerful estate planning tool designed to manage assets during your lifetime and distribute them after …
Can the bypass trust convert to a different type of trust if tax laws change?
The bypass trust, also known as a credit shelter trust, was a popular estate planning tool designed to utilize the …
Can a CRT include an annual environmental impact statement from the charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to a charity while retaining an …