How much does it cost to create a testamentary trust?
Creating a testamentary trust, a trust established within a will, is a crucial step in estate planning, ensuring your assets …
Wildomar Estate Planning
Can I appoint an independent investment advisor for the trust?
Absolutely, appointing an independent investment advisor for your trust is not only permissible but often a highly recommended practice, especially …
Can I require trustees to hold regular strategy meetings?
Establishing a cadence of regular strategy meetings for trustees is not only permissible, but often a cornerstone of prudent trust …
What is a per stirpes distribution in a trust?
A per stirpes distribution, originating from French meaning “by branch,” is a method of distributing trust assets when a beneficiary …
Can a CRT help balance philanthropic and family inheritance goals?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool designed to achieve a delicate balance between supporting charitable …