How do I ensure that the trust aligns with local and federal regulations?
Establishing a trust is a powerful tool for estate planning, but its effectiveness hinges on strict adherence to both local …
Wildomar Estate Planning
Can I include a clause requiring annual family meetings?
The question of incorporating a requirement for annual family meetings within a trust document is a frequently asked one, and …
Can I put family heirlooms in the trust with instructions?
Absolutely, family heirlooms can and often *should* be included within a comprehensive estate plan, specifically a trust, with detailed instructions …
Can I include legacy media projects, like books or documentaries, in the trust?
Absolutely, legacy media projects such as books, documentaries, music, or even digital content can be included within a comprehensive estate …
Can a trust include a clause for intergenerational co-housing support?
Absolutely, a trust can, and increasingly *should*, include clauses for intergenerational co-housing support, reflecting a growing trend toward families seeking …