Can I require a cost-benefit report before new disbursement categories are added?
Adding new disbursement categories within an estate plan, while seemingly simple, can introduce complexities and potential financial ramifications that necessitate …
Wildomar Estate Planning
Can I create instructions for family celebrations using inherited funds?
The question of how to responsibly and meaningfully utilize inherited funds, particularly for family celebrations, is one Steve Bliss, an …
What powers does a trustee have in an irrevocable trust?
Irrevocable trusts, while seemingly rigid due to their unchangeable nature, actually grant trustees a surprisingly robust, yet carefully defined, set …
What should be included in the trust document?
A comprehensive trust document is the cornerstone of effective estate planning, going far beyond simply listing assets; it’s a detailed …
Can the trust support professional licensure for a beneficiary?
The question of whether a trust can support professional licensure for a beneficiary is a surprisingly common one, particularly as …