Can I name my children as co-beneficiaries with my spouse?
Naming both a spouse and children as co-beneficiaries is a common estate planning strategy, but it requires careful consideration to …
Wildomar Estate Planning
Can I use the estate to cover training for nonprofit board participation?
The question of utilizing estate assets to fund training for nonprofit board participation is a nuanced one, deeply rooted in …
Can a CRT income stream be redirected to a nonprofit during economic hardship?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a period (or …
Can the trust fund legal advocacy related to special education rights?
Navigating the landscape of special education can be incredibly complex, and ensuring a child receives the appropriate support often requires …
Can I require background checks for potential spouses of beneficiaries?
The question of whether you can require background checks for potential spouses of beneficiaries is complex and touches upon both …