Can I create an irrevocable trust for a spouse?
Creating an irrevocable trust for a spouse is a complex estate planning strategy, often employed to achieve specific financial and …
Escondido Estate Planning
What is a letter of intent and should I include one with my trust?
A letter of intent, often referred to as a “comfort letter,” is a non-binding document that outlines your wishes regarding …
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a complex one, steeped in …
Is a living trust worth it for small estates?
The question of whether a living trust is beneficial for smaller estates is a common one, often sparking debate amongst …
Can a trust be linked to a family support group’s programming?
The question of linking a trust to a family support group’s programming is a complex one, requiring careful consideration of …