What level of financial disclosure can I legally require from beneficiaries?
As an estate planning attorney in Wildomar, I often encounter questions regarding the extent to which a grantor can require …
Wildomar Estate Planning
Can the trust provide benefits to domestic partners of heirs?
The question of whether a trust can provide benefits to domestic partners of heirs is increasingly relevant in modern estate …
Can I fund legacy media or film documentation about family history?
Preserving family history through legacy media like films and documentaries is a growing trend, and yes, it’s absolutely possible to …
Can I use my estate plan to prevent asset dilution over generations?
The preservation of wealth across generations is a primary concern for many families, and a thoughtfully constructed estate plan is …
What happens if a trustee dies or resigns?
The smooth operation of a trust relies heavily on a capable trustee, but what occurs when that individual is no …