Can I put family heirlooms in the trust with instructions?
The question of including family heirlooms within a trust is a common one for estate planning, and the answer is …
San Diego County
Can I Provide Investment Matching Contributions to Heirs’ Retirement Accounts?
The question of whether you can provide investment matching contributions to heirs’ retirement accounts is a complex one, deeply intertwined …
Can I provide funding for children’s tutoring or therapy through the trust?
The question of whether a trust can fund children’s tutoring or therapy is a common one for parents and grandparents …
Can I provide for environmental conservation through the trust?
The idea of weaving environmental stewardship into estate planning is gaining significant traction, reflecting a growing desire to leave a …
Can I provide bonus disbursements for heirs who earn advanced degrees?
The question of incentivizing educational achievement within a trust is a common one, and thankfully, quite achievable with careful planning. …
Can I protect trust assets from inflation through diversified holdings?
The preservation of wealth within a trust is a primary goal for many individuals and families, especially in the face …
Can I prohibit use of trust funds for political lobbying or PAC donations?
The question of restricting the use of trust funds for political activities – specifically lobbying or contributions to Political Action …