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Wildomar Estate Planning

Do testamentary trusts require a separate tax ID?

May 31, 2025 by admin

Testamentary trusts, created through a will and becoming active after death, often necessitate a separate tax ID, officially known as …

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Can the trust be used to commission customized mobility aids?

May 31, 2025 by admin

The question of utilizing trust funds for customized mobility aids is increasingly common as the population ages and individuals prioritize …

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Can I create a charitable remainder trust using a blended family plan?

May 31, 2025 by admin

Establishing a charitable remainder trust (CRT) within the framework of a blended family estate plan is indeed possible, though it …

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Who should consider creating a living trust?

May 31, 2025 by admin

A living trust is a powerful estate planning tool that offers numerous benefits, but it isn’t a one-size-fits-all solution; determining …

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Can I include a clause for transition coaching after school completion?

May 31, 2025 by admin

The question of incorporating transition coaching into a trust, particularly one designed for beneficiaries after a significant life event like …

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Recent Posts

  • What happens if a trustee breaches their fiduciary duty?
  • Do testamentary trusts require a separate tax ID?
  • Do testamentary trusts require a separate tax ID?

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