Are there annual maintenance requirements for my trust?
Yes, while a trust isn’t a living, breathing entity, it absolutely requires ongoing attention to remain effective and avoid potential …
Wildomar Estate Planning
Can my trust own a safe deposit box?
Yes, your trust can absolutely own a safe deposit box, and it’s a common and often advisable practice in comprehensive …
Can I build in a timeline that unlocks assets after global market recovery?
The idea of structuring an estate plan to release assets based on the recovery of global markets is intriguing and …
Can I designate family liaisons for community outreach?
The question of whether you can designate family liaisons for community outreach, particularly within the context of estate planning, is …
What happens if the trustee dies?
The death of a trustee is a surprisingly common event, and while unsettling, it doesn’t automatically invalidate a trust or …