Should I wait until retirement to make a trust?
The question of when to establish a trust is frequently asked, and while many assume retirement is the ideal time, …
Wildomar Estate Planning
Can a special needs trust invest in real estate development or REITs?
Special needs trusts (SNTs) are powerful tools designed to provide for individuals with disabilities without jeopardizing their eligibility for crucial …
Can I limit asset allocations to a max threshold per asset class?
Estate planning often extends beyond simply deciding *who* receives your assets; it also encompasses *how* those assets are managed and …
Can I use a quitclaim deed to transfer property into a trust?
While it’s technically possible to use a quitclaim deed to transfer property into a trust, it’s generally not the recommended …
Can I name a succession of corporate trustees?
Navigating the complexities of estate planning often leads to questions about the long-term management of assets, and specifically, whether one …