Can a revocable trust be contested more easily than a will?
The question of whether a revocable trust is more easily contested than a will is complex, with arguments on both …
Wildomar Estate Planning
Can I establish a clause that restricts investment during election cycles?
The question of restricting investment activity within a trust during election cycles is a fascinating one, gaining traction as investors …
Can I require relocation to family-owned land for access to funds?
The question of tying access to inherited funds to a requirement of relocating to family-owned land is surprisingly common, yet …
Can I direct funds toward grief support during trust transitions?
The transition of wealth through a trust, while a critical component of estate planning, often coincides with profound emotional experiences …
Can the trust prohibit early distributions except in cases of terminal illness?
Absolutely, a trust can be specifically designed to prohibit early distributions of assets except under very specific, and often limited, …