Can the bypass trust hold bank accounts in multiple states?
The question of whether a bypass trust, also known as a credit shelter trust, can hold bank accounts in multiple …
Wildomar Estate Planning
Can a special needs trust pay for educational apps?
Special needs trusts are powerful tools designed to enhance the quality of life for individuals with disabilities without jeopardizing their …
Can I allow heirs to pool distributions for group investments?
The question of allowing heirs to pool distributions for group investments is a common one, particularly as estate plans become …
Can I plan for the ownership transition of a family cemetery plot?
Yes, you absolutely can and should plan for the ownership transition of a family cemetery plot, as it’s a surprisingly …
Can a trust restrict resale of homes funded by the trust?
Yes, a trust can absolutely restrict the resale of homes funded by the trust, offering a powerful tool for estate …