Do testamentary trusts require a separate tax ID?
Testamentary trusts, created through a will and becoming active after death, often necessitate a separate tax ID, officially known as …
Wildomar Estate Planning
Can the trust be used to commission customized mobility aids?
The question of utilizing trust funds for customized mobility aids is increasingly common as the population ages and individuals prioritize …
Can I create a charitable remainder trust using a blended family plan?
Establishing a charitable remainder trust (CRT) within the framework of a blended family estate plan is indeed possible, though it …
Who should consider creating a living trust?
A living trust is a powerful estate planning tool that offers numerous benefits, but it isn’t a one-size-fits-all solution; determining …
Can I include a clause for transition coaching after school completion?
The question of incorporating transition coaching into a trust, particularly one designed for beneficiaries after a significant life event like …