How do I change the name of a trust?
Changing the name of a trust isn’t as simple as updating a bank account, but it’s often necessary due to …
Wildomar Estate Planning
Can a CRT invest in low-income housing tax credits?
Yes, Charitable Remainder Trusts (CRTs) can indeed invest in Low-Income Housing Tax Credits (LIHTC), offering a unique blend of charitable …
Can I provide for care of community service animals used by family members?
The question of providing for the continued care of community service animals within an estate plan is a surprisingly common …
Can the bypass trust convert to a unitrust format later?
The flexibility of estate planning tools is often underestimated, and the question of converting a bypass trust—also known as a …
Do I need to list specific assets in the will to fund the trust?
The question of whether you need to specifically list assets in your will to fund a trust is a common …