Can I limit funding for political activity via a testamentary trust?
The question of whether you can limit funding for political activity via a testamentary trust is a complex one, deeply …
San Diego County
Can I limit distribution frequency to quarterly or annual cycles?
Estate planning, particularly concerning trusts, often involves careful consideration of when and how assets are distributed to beneficiaries. While many …
Can I limit access to trust assets until retirement age?
The question of controlling when beneficiaries receive assets held within a trust is a cornerstone of effective estate planning, and …
Can I limit a trustee’s authority in the trust document?
The question of limiting a trustee’s authority within a trust document is a cornerstone of effective estate planning, and a …
Can I leave property to be shared through the trust?
The question of whether you can leave property to be shared through a trust is a common one for clients …
Can I Leave Instructions for My Small Business Employees?
The question of whether you can leave instructions for your small business employees seems simple, but it quickly dives into …
Can I keep my estate plan updated without starting over?
Estate planning isn’t a one-time event; life is dynamic, and your plan needs to reflect that. Many people assume that …