Can my estate plan include a buy-sell agreement for my business?
Absolutely, integrating a buy-sell agreement into your estate plan is not only possible but often a crucial step for business …
Escondido Estate Planning
Can I use biometric data to confirm beneficiary identity?
The increasing sophistication of fraud and identity theft necessitates exploring advanced methods for confirming beneficiary identities, and biometric data presents …
Can I establish rotating disbursement privileges among co-beneficiaries?
The question of whether you can establish rotating disbursement privileges among co-beneficiaries within a trust is complex, but generally, yes, …
Can I convert a CRT into a charitable lead trust if needs change?
The question of converting a Charitable Remainder Trust (CRT) into a Charitable Lead Trust (CLT) isn’t a simple “yes” or …
Can the trust fund ongoing maintenance of family heirlooms?
Establishing a trust to manage and preserve cherished family heirlooms is a surprisingly common, and effective, estate planning strategy, ensuring …