Can the trust provide scholarship support for caregivers seeking training?
Establishing a trust isn’t merely about distributing assets after one’s passing; it’s about creating a legacy of care and support …
Can I require regular estate plan updates to reflect asset changes?
Estate planning isn’t a one-time event; it’s a living document that requires attention and adjustments over time, especially when significant …
Can the trust include rules for socially conscious investment only?
Absolutely, a trust can indeed include rules for socially conscious investment only, allowing individuals to align their financial legacies with …
Can I ensure that my estate supports social entrepreneurship within my family?
Planning for the future often extends beyond simply distributing assets; many clients, like those Steve Bliss assists at his Wildomar …
Can I include business assets in a bypass trust?
Yes, you can generally include business assets in a bypass trust, also known as a credit shelter trust or an …
How can a trust help protect my assets?
The phone slipped from my clammy hand, clattering onto the hardwood floor. The news was devastating: my grandfather, the steady …
What’s the expert-recommended way to choose an estate planning attorney near by?
The insistent ringing of the phone pierced through Maria’s concentration, jolting her from a half-written email. She answered grudgingly, bracing …
What’s the best way to contain a conflict over family assets?
The antique mahogany desk sat in the center of the room, its polished surface reflecting the tense faces gathered around …
Where should I direct a request about services from an estate planning lawyer near me?
The phone slipped from my grasp, clattering onto the hardwood floor. A wave of nausea washed over me as I …
Where can I escalate my concerns about an estate planning lawyer near by
The flickering fluorescent light in Harold’s cramped office did little to illuminate the mounting dread swirling within me. Harold, a …