Can I create behavioral profiles to tailor beneficiary access?
The question of whether you can create behavioral profiles to tailor beneficiary access within an estate plan is increasingly relevant …
Wildomar Estate Planning
Can a special needs trust help fund research participation compensation?
Navigating the financial aspects of caring for a loved one with special needs is complex, and even seemingly small opportunities, …
Can I tie principal disbursements to demonstrated savings behavior?
The question of whether principal disbursements can be legitimately tied to demonstrated savings behavior is becoming increasingly relevant in estate …
Can a CRT invest in community development financial institutions?
Charitable Remainder Trusts (CRTs) offer a fascinating intersection between estate planning, charitable giving, and impact investing, and the question of …
Can I receive the tax deduction before the income payments begin?
Navigating the complexities of charitable remainder trusts (CRTs) often brings up questions about timing, particularly when it comes to tax …