Can I assign a digital executor within the trust?
The question of assigning a digital executor within a trust is rapidly becoming a crucial component of modern estate planning, …
Wildomar Estate Planning
Can I assign different investment strategies to different testamentary trusts?
Absolutely, assigning different investment strategies to different testamentary trusts is not only possible but often a crucial element of effective …
Can I set guidelines for private education funding in my estate plan?
Planning for the future education of loved ones is a common goal, and increasingly, families are considering private education as …
Can I require beneficiaries to maintain family traditions?
The desire to preserve family heritage and traditions after one’s passing is a common and deeply felt wish, yet legally …
Can the trustee of a bypass trust delegate investment authority?
The question of whether a trustee of a bypass trust can delegate investment authority is complex, hinging on the specific …