What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and with it comes the complex task of ensuring all children are fairly and adequately …
Escondido Estate Planning
Do beneficiaries pay taxes on trust distributions?
The question of whether beneficiaries pay taxes on trust distributions is a common one, and the answer, as with many …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced area of estate planning, …
What happens if the beneficiary becomes ineligible for government benefits?
The question of beneficiary eligibility for government benefits, particularly needs-based programs like Medicaid and Supplemental Security Income (SSI), is a …
Can I require that no single investment exceed a certain percentage of the portfolio?
Absolutely, establishing concentration limits within a trust portfolio is a prudent and frequently employed strategy, particularly when dealing with significant …