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Wildomar Estate Planning

Does a trust need to be notarized?

June 6, 2025 by admin

The question of whether a trust needs to be notarized is a common one for those embarking on estate planning, …

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Can the trust support financing of an electric wheelchair upgrade?

June 6, 2025 by admin

Navigating the financial aspects of healthcare needs, particularly for durable medical equipment like an electric wheelchair upgrade, often leads individuals …

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Can a bypass trust own out-of-state property?

June 6, 2025 by admin

Yes, a bypass trust, also known as a credit shelter trust or a family trust, can absolutely own out-of-state property, …

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Can I create a charitable foundation through estate planning?

June 6, 2025 by admin

Absolutely, integrating charitable giving into your estate plan is a powerful way to leave a lasting legacy and support the …

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Can a testamentary trust manage community property differently than separate property?

June 6, 2025 by admin

Yes, a testamentary trust, created through a will, can and often *does* manage community property and separate property differently, a …

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Recent Posts

  • Does a trust need to be notarized?
  • Can a bypass trust be tied to a family governance agreement?
  • Can I plan for heir travel costs to attend my funeral?

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