Can a bypass trust continue to generate income after the spouse’s death?
The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—continues to generate income …
Temecula Estate Planning
What department is in charge of resolving trust issues?
The frantic phone call came just after midnight. Sarah’s voice, thick with panic, barely audible over the static. “It’s gone, …
How do I navigate an issue with my estate planning lawyer near me?
The worn leather of his briefcase felt cold against my clammy hand. Sweat beaded on my forehead despite the air …
How do I submit a formal fix-it request for my will or trust?
Rain lashed against the windowpane, mirroring the turmoil inside me. The lawyer’s words echoed in my mind: “There’s an error …
What are the benefits of establishing a revocable living trust?
The insistent ringing of my phone pierced through the quiet hum of the cafe. It was my sister, her voice …
Who can evaluate my estate plan from a tax perspective?
The mahogany desk felt cold beneath her fingertips. Sarah nervously tapped her pen, the rhythmic click echoing in the otherwise …