Can I cap estate expenses tied to nonessential upgrades?
The question of capping estate expenses, particularly those linked to nonessential upgrades, is a common one for clients of Steve …
Wildomar Estate Planning
Can a special needs trust fund open-source accessibility software development?
The intersection of special needs trusts, funding for technology, and the open-source movement presents a fascinating and increasingly viable avenue …
Can the trust disqualify any beneficiary involved in criminal activity?
Absolutely, a trust can, and often should, disqualify a beneficiary involved in criminal activity, protecting both the assets and the …
What are the advantages of a revocable living trust?
A revocable living trust is a powerful estate planning tool offering numerous benefits beyond a traditional will, allowing individuals to …
What happens to unused trust funds if the beneficiary dies unexpectedly?
The fate of unused trust funds when a beneficiary passes away unexpectedly is a frequently asked question, and the answer …