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Point Loma Estate Planning Law

Can I include provisions for automatic income reduction after certain thresholds?

May 10, 2025 by admin

The question of incorporating automatic income reduction provisions within a trust, triggered by specific financial thresholds, is a sophisticated estate …

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Can I include portfolio rebalancing rules for long-term investments?

May 10, 2025 by admin

The question of whether to include portfolio rebalancing rules within a long-term investment strategy, particularly one managed under a trust …

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Can I include online banking credentials in estate documents securely?

May 10, 2025 by admin

The question of whether to include online banking credentials within estate planning documents is a pervasive one, particularly in our …

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Can I include mental health support services as a trust benefit?

May 10, 2025 by admin

The concept of incorporating mental health support services as a benefit within a trust is gaining traction, reflecting a broader …

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Can I include legacy media projects, like books or documentaries, in the trust?

May 10, 2025 by admin

The question of incorporating legacy media projects – books, documentaries, music catalogs, even digital content – into a trust is …

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Can I include instructions for managing personal letters or memoirs?

May 10, 2025 by admin

The question of incorporating instructions for managing personal letters or memoirs within a comprehensive estate plan, particularly when working with …

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Recent Posts

  • Can I limit funding for political activity via a testamentary trust?
  • Can I limit distribution frequency to quarterly or annual cycles?
  • Can I limit access to trust assets until retirement age?

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