Can a testamentary trust pay for long-term care insurance?
Testamentary trusts, established through a will and taking effect after death, present a unique set of considerations when it comes …
Wildomar Estate Planning
Can I fund estate-financed sabbaticals for career transitions?
The idea of funding a career transition sabbatical using estate planning tools is gaining traction as people prioritize personal fulfillment …
Can I tie inheritance to inflation-adjusted performance benchmarks?
The question of whether one can tie inheritance to inflation-adjusted performance benchmarks is becoming increasingly common as individuals seek to …
Can the trust be required to fund home accessibility upgrades?
The question of whether a trust can be required to fund home accessibility upgrades is a surprisingly common one, particularly …
Can I require that trust funds be used for sustainable housing?
The question of directing trust funds towards specific causes, like sustainable housing, is a common one for those establishing estate …