Can a charitable remainder trust be used to avoid capital gains tax?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that can indeed offer a strategy for potentially deferring …
Wildomar Estate Planning
Can I limit trust disbursement during economic booms?
The question of whether you can limit trust disbursement during economic booms is a crucial one for many estate planning …
Can a testamentary trust fund a scholarship?
A testamentary trust, established through a will, absolutely can fund a scholarship, offering a powerful avenue for legacy giving and …
Can I add provisions for stock option transfers upon death?
Navigating the complexities of estate planning involves considering all assets, and increasingly, that includes stock options – a significant component …
Can I include investment accounts in the trust?
Absolutely, investment accounts are not only includable in a trust, but often *should* be, as they represent a significant portion …