Can a bypass trust help shield wealth from future legislative tax changes?
The question of protecting assets from unpredictable tax law shifts is a significant concern for many families, and bypass trusts—also …
Escondido Estate Planning
Can I provide income replacement for caregivers in my family?
The question of financially supporting family caregivers is becoming increasingly prevalent as the population ages and the demand for in-home …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed support a nonprofit media outlet, offering a mutually …
Can I name a corporate fiduciary to co-manage the trust?
Absolutely, naming a corporate fiduciary to co-manage a trust is a common and often prudent estate planning strategy, providing a …
Can a trustee resign voluntarily?
Yes, a trustee can generally resign voluntarily, but the process isn’t as simple as just deciding to step down; it’s …