Can I tie trust distributions to milestones like home ownership or degree completion?
The question of whether you can tie trust distributions to milestones like home ownership or degree completion is a common …
Escondido Estate Planning
Are there tax benefits to setting up a special needs trust?
Establishing a special needs trust (SNT) can offer significant tax advantages while ensuring the long-term financial security of a loved …
Can the trust be structured to shift beneficiaries after certain events?
Absolutely, a trust can be meticulously designed to dynamically shift beneficiaries based on the occurrence of specific, pre-defined events, offering …
Can the bypass trust purchase health insurance for beneficiaries?
A bypass trust, also known as a Generation-Skipping Trust (GST) or an intentionally defective grantor trust (IDGT), is a powerful …
Can I plan to reduce probate costs?
Probate, the legal process of validating a will and distributing assets, can often be a significant financial drain on estates, …