Can a CRT be used to accomplish impact investing goals?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools traditionally used to provide income to a grantor while leaving a …
Wildomar Estate Planning
What happens to royalties in an irrevocable trust?
Royalties, those delightful streams of income from creative works, intellectual property, or natural resources, require careful consideration when incorporated into …
Is disinheriting someone in a trust more secure than a will?
The question of whether disinheriting someone within a trust is more secure than doing so in a will is a …
Can I fund a CRT through installment contributions?
Yes, you absolutely can fund a Charitable Remainder Trust (CRT) through installment contributions, offering a flexible approach to significant charitable …
Can I include education savings accounts for grandchildren through the bypass trust?
Establishing a comprehensive estate plan is crucial for ensuring your assets are distributed according to your wishes and minimizing potential …