Can I set guidelines for managing inherited rental properties?
Inheriting rental properties can be a significant windfall, but also a complex undertaking; establishing clear guidelines for their management is …
Wildomar Estate Planning
Can the trust buy annuities to match lifetime payout obligations?
The question of whether a trust can purchase annuities to fulfill lifetime payout obligations is a common one in estate …
Can I include cryptocurrency in a living trust?
The question of whether cryptocurrency can be included in a living trust is becoming increasingly common as digital assets gain …
Can I establish a private family credit rating monitored by the trustee?
The concept of establishing a “private family credit rating” monitored by a trustee, while novel, touches upon several core estate …
What happens if trust terms conflict with the state’s inheritance laws?
When the carefully constructed terms of a trust clash with the established inheritance laws of a state like California, a …