Can I pre-fund transition costs if an heir becomes incapacitated?
Planning for the possibility of an heir’s incapacitation is a crucial, yet often overlooked, aspect of estate planning, and pre-funding …
Escondido Estate Planning
Can a testamentary trust pay fines or legal penalties on behalf of beneficiaries?
A testamentary trust, established through a will and taking effect after death, offers a structured way to manage assets for …
How do I choose a trustee for a testamentary trust?
Selecting a trustee for a testamentary trust is one of the most crucial decisions in estate planning, as this individual …
Can a charitable remainder trust pay income to my grandchildren?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows you to donate assets to charity while …
How does an irrevocable trust differ from a revocable trust?
The core distinction between an irrevocable trust and a revocable trust lies in the grantor’s control and ability to modify …