Can I limit distribution frequency to quarterly or annual cycles?
Estate planning isn’t just about what happens *to* your assets after you’re gone; it’s equally about controlling *how* and *when* …
Wildomar Estate Planning
Can I create a legacy letter as part of my estate plan?
A legacy letter, sometimes called an ethical will or a letter of intent, is a powerful, non-binding document that allows …
Can I create sunset provisions for specific clauses?
The ability to incorporate sunset provisions into specific clauses within estate planning documents, like trusts and wills, is a powerful, …
Can a special needs trust fund a home-based creative studio setup?
The question of whether a special needs trust (SNT) can fund a home-based creative studio setup for a beneficiary is …
Can a special needs trust cover costs of disability rights activism?
Navigating the complexities of special needs trusts requires careful consideration of permissible expenses, and the question of whether disability rights …