Can my estate plan prevent access to funds if a beneficiary relapses into addiction?
The concern that a beneficiary might relapse into addiction and mismanage inherited funds is a very valid and increasingly common …
San Diego County
Can my estate plan allow for emergency distributions outside of normal terms?
Estate planning, at its core, is about foresight – anticipating future needs and ensuring your assets are distributed according to …
Can I write personal messages or statements to my heirs as part of the plan?
Estate planning, while often focused on the logistical and financial aspects of distributing assets, doesn’t have to be solely about …
Can I use the trust to support future family reunions?
Establishing a trust is a powerful estate planning tool, often thought of in terms of wealth transfer after one’s passing, …
Can I use the trust to fund psychological assessments for legacy planning?
The question of whether a trust can fund psychological assessments for legacy planning is increasingly relevant as individuals recognize the …
Can I use the estate to help beneficiaries launch ethical brands?
The question of utilizing estate assets to fund the entrepreneurial ventures of beneficiaries, specifically those focused on ethical branding, is …
Can I use my estate to endow an annual award or prize?
The idea of leaving a legacy that extends beyond financial inheritance is a powerful one, and many individuals contemplate using …