Can I include power of attorney for financial decisions in my estate plan?
Absolutely, incorporating a power of attorney for financial decisions is not only possible but highly recommended as a crucial component …
San Diego County
Can I include oversight from a panel of non-family advisors?
The question of incorporating a panel of non-family advisors into a trust structure is a common one, especially for those …
Can I include multiple levels of distribution approval in the trust?
The question of incorporating multiple levels of distribution approval within a trust is a common one for those seeking to …
Can I include loan provisions for beneficiaries in a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, offer a flexible framework for managing and distributing assets …
Can I include investment accounts in the trust?
The question of whether you can include investment accounts within a trust is a common one for those beginning their …
Can I include instructions for handling family antiques?
The question of incorporating instructions for handling family antiques within an estate plan, particularly within a trust, is surprisingly common. …
Can I include heirlooms and antiques in my estate plan?
Estate planning isn’t solely about financial assets; it deeply involves the preservation and distribution of sentimental items like heirlooms and …