Can I direct how my debts are paid from my estate?
Yes, you can exert significant control over how your debts are paid from your estate, but it’s not as simple …
Wildomar Estate Planning
Can the trust be funded with retirement accounts?
Yes, a trust can absolutely be funded with retirement accounts, but it’s a nuanced process with significant tax and legal …
Can a trust borrow money?
The question of whether a trust can borrow money is surprisingly complex, often requiring careful consideration of the trust document …
Can a testamentary trust be used in small estate planning?
Testamentary trusts, while often associated with larger, more complex estates, absolutely have a place in small estate planning, offering a …
Can I restrict how trust funds are spent?
Yes, you absolutely can restrict how trust funds are spent, and that’s a core component of effective estate planning with …