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Wildomar Estate Planning

Can I establish a charitable remainder trust in my will?

June 5, 2025 by admin

Establishing a charitable remainder trust (CRT) directly within your will is not possible; CRTs require current, living assets to function, …

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Can a special needs trust own a car?

June 5, 2025 by admin

Yes, a special needs trust can absolutely own a car, but it requires careful consideration and adherence to specific rules …

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Can a bypass trust include biometric security for accessing trust documentation?

June 5, 2025 by admin

The question of integrating biometric security into access controls for bypass trust documentation is increasingly relevant in a digital age, …

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Can I create a trust that changes based on life events?

June 5, 2025 by admin

The short answer is a resounding yes, you absolutely can create a trust that adapts to life’s inevitable changes, and …

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Can the trust fund accessibility consulting for employers of the beneficiary?

June 5, 2025 by admin

The question of trust fund accessibility for employers of a beneficiary is a surprisingly common one, and the answer is …

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Recent Posts

  • Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
  • Can I appoint different people to manage my finances and my healthcare?
  • Can I exclude certain heirs from bypass trust benefits?

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