Can a trust allocate emergency funds?
Yes, a trust can absolutely allocate emergency funds, but the method and feasibility depend heavily on how the trust is …
Wildomar Estate Planning
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of utilizing a Charitable Remainder Trust (CRT) to satisfy Required Minimum Distributions (RMDs) from retirement accounts is a …
Can estate planning help prevent family disputes?
The unfortunate reality is that inheritance often brings out the worst in people, even within families who otherwise get along. …
Can I place funds in a trust that only become available during a recession?
The idea of structuring a trust to distribute funds specifically during economic downturns is intriguing and, yes, absolutely possible with …
Can a special needs trust offer resources for supported decision-making models?
Absolutely, a special needs trust can be a cornerstone in facilitating and funding supported decision-making models for individuals with disabilities, …