Can I include language protecting estate documents from future edits?
The desire to safeguard estate plans from unwanted future alterations is a common and understandable concern for many clients of …
Wildomar Estate Planning
Can I stagger inheritance over decades instead of lump sums?
The idea of leaving an inheritance is often associated with a single, lump-sum distribution upon a loved one’s passing, but …
Can I fund educational sabbaticals for heirs meeting certain conditions?
The question of funding educational sabbaticals for heirs, contingent upon meeting specific conditions, is a fascinating and increasingly popular aspect …
Can a trust work together with a durable power of attorney?
Absolutely, a trust and a durable power of attorney (DPOA) are not mutually exclusive; in fact, they often work very …
Can a trust fund insurance premiums for family members?
Yes, a trust fund can indeed be used to pay insurance premiums for family members, but the specifics are nuanced …