Can I embed climate-conscious investing in my estate structure?
The growing awareness of climate change is influencing investment decisions, and increasingly, individuals are seeking ways to align their portfolios …
Wildomar Estate Planning
Do I need to re-notarize changes made to the trust?
Trusts are vital components of comprehensive estate planning, allowing individuals to control their assets and ensure their wishes are carried …
Can a trust subsidize caregiver backup support?
The question of whether a trust can subsidize caregiver backup support is becoming increasingly relevant as the population ages and …
Can I require oversight of financial behavior before disbursing major gifts?
Absolutely, establishing financial oversight before distributing substantial gifts, particularly to beneficiaries who may be vulnerable or lack experience managing significant …
What are the duties of a successor trustee?
Serving as a successor trustee is a significant responsibility, demanding careful attention to legal and ethical obligations. It’s a role …