Does a trust need to be notarized?
The question of whether a trust needs to be notarized is a common one for those beginning the estate planning …
Escondido Estate Planning
Can a bypass trust be tied to a family governance agreement?
The integration of a bypass trust with a family governance agreement is not only possible but often a strategically sound …
Can I plan for heir travel costs to attend my funeral?
Yes, it is absolutely possible, and increasingly common, to plan for heir travel costs to attend your funeral or memorial …
Can the trust pay for upgrades to mobility equipment over time?
Navigating the financial aspects of long-term care, especially concerning mobility equipment, is a common concern for many families, and a …
How far in advance should I set up an irrevocable trust for Medicaid?
Planning for long-term care costs is a growing concern for many Americans, and an irrevocable trust can be a valuable …