What is a nuncupative will?
The afternoon sun cast long shadows across the San Diego coastline as Maria, a retired teacher, received devastating news. Her …
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What happens when a family delays essential estate planning, leaving their loved ones grappling with unnecessary complexities and potential financial burdens?
The San Diego sun beat down on the patio as Maria and David enjoyed a quiet afternoon. They were both …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s face as she stared out at the Pacific, a knot of worry …
What is the best way to protect my family and assets through estate planning?
The San Diego sunshine felt particularly poignant that Tuesday morning as Carol sat across from her brother, David, in a …
Can a bypass trust be audited annually by a third-party accountant?
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Can I offer supplemental grants for heirs pursuing environmental careers?
The question of incorporating supplemental grants for heirs pursuing environmental careers within a living trust and estate plan is increasingly …
Can I establish a trust library for managing financial education resources?
Establishing a “trust library” – a centralized repository of financial education resources managed through a trust – is an innovative …
Can I restrict trustee actions to ESG-compliant funds only?
The question of whether a grantor can restrict trustee actions to ESG-compliant funds only is increasingly relevant as socially responsible …
Can a special needs trust pay for privacy-enhancing virtual communication tools?
The question of whether a special needs trust can fund privacy-enhancing virtual communication tools is increasingly relevant in today’s digital …
Can the trust pay for customized orthotic devices?
Navigating healthcare expenses within a trust requires careful consideration, particularly when dealing with specialized medical equipment like customized orthotic devices. …