Can I include personal values or ethics in trust terms?
The question of incorporating personal values or ethics into trust terms is increasingly common, reflecting a desire for estate planning …
Wildomar Estate Planning
Can I include a data usage allowance in trust disbursements?
The question of whether a trust can include disbursements for data usage, like cell phone or internet access, is increasingly …
Can a bypass trust be funded solely with personal savings?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Can I include a moral clause restricting use of funds for unethical purposes?
The question of incorporating a “moral clause” into a trust, restricting the use of funds for purposes deemed unethical, is …
Can I define exit strategies for trust-owned businesses?
Establishing clear exit strategies for businesses held within trusts is not only possible but crucial for long-term financial health and …