Can I name a donor-advised fund as the remainder beneficiary?
Yes, you can generally name a donor-advised fund (DAF) as the remainder beneficiary of your estate plan, such as a …
Escondido Estate Planning
What is a discretionary testamentary trust?
A discretionary testamentary trust is a powerful estate planning tool created within a will, allowing a trustee to distribute assets …
Can I restrict press or public exposure of heirs tied to the estate?
Navigating the complexities of estate planning often includes considerations beyond just financial assets; many clients, particularly those with high-profile families …
Can I use estate planning to support multi-generational caregiving?
The increasing prevalence of multi-generational households, often driven by economic necessity or the desire for family support, presents unique challenges …
Can I stagger inheritance based on personal achievements?
The idea of structuring an inheritance to incentivize personal growth and achievement is becoming increasingly popular, moving beyond simply dividing …