Can I require that a portion of disbursements be saved or reinvested?
Absolutely, incorporating provisions for saving or reinvesting a portion of disbursements within a trust is a common and prudent estate …
Wildomar Estate Planning
Can I limit beneficiaries’ access to sensitive estate documents?
Navigating estate planning involves more than just deciding *who* receives your assets; it also concerns *when* and *how* they receive …
Can I restrict foreign travel funding during pandemics or emergencies?
The ability to restrict foreign travel funding during pandemics or emergencies is a complex issue, heavily influenced by estate planning …
Can I tie benefits to maintaining good credit?
The question of whether one can tie benefits to maintaining good credit is complex, touching on legal, ethical, and practical …
Can the trust hold title to jointly owned properties with beneficiaries?
Yes, a trust can absolutely hold title to jointly owned properties with beneficiaries, and it’s a surprisingly common and effective …