Can I use a testamentary trust to support artistic or creative pursuits?
Testamentary trusts, established through a will, offer a versatile tool for providing long-term support, and yes, they can absolutely be …
Escondido Estate Planning
Can I link asset allocations to family health assessments?
The seemingly disparate worlds of financial planning and healthcare are increasingly intertwined, and the question of linking asset allocations to …
Can trust assets be distributed in non-monetary forms like services or experiences?
The distribution of trust assets isn’t limited to just cash or easily liquidated items; trusts can absolutely encompass non-monetary distributions …
Can the trust reimburse family members for care expenses?
Navigating the financial aspects of elder care is often complex, and a common question arises: can a trust reimburse family …
What is a joint revocable living trust?
A joint revocable living trust is an estate planning tool utilized by couples, like Mr. and Mrs. Abernathy, to manage …