Can I place limitations on how often distributions are requested?
Estate planning, particularly when utilizing trusts, often involves navigating the delicate balance between providing for beneficiaries and ensuring responsible financial …
San Diego County
Can I place biometric verification as a requirement to access high-value accounts?
The question of implementing biometric verification for access to high-value accounts is gaining traction as a vital security measure in …
Can I penalize excessive borrowing from the trust?
The question of penalizing excessive borrowing from a trust is a frequent concern for grantors, particularly those establishing revocable living …
Can I offer interest-free loans instead of outright gifts?
The question of whether you can offer interest-free loans instead of outright gifts, particularly within the realm of estate planning, …
Can I name my trust as a beneficiary on insurance policies?
Naming a trust as a beneficiary on insurance policies, like life insurance, is a common and effective estate planning strategy …
Can I name co-trustees in my trust?
The question of whether you can name co-trustees in your trust is a common one for estate planning clients, and …
Can I name an advisor to guide my trustee?
Estate planning, particularly when involving trusts, isn’t simply about transferring assets; it’s about ensuring your wishes are carried out with …