Can I require a debt-free certification from heirs for full access?
The question of requiring debt-free certification from heirs before granting full access to inherited assets is a complex one, often …
Wildomar Estate Planning
Can I set a limit on how much a beneficiary can withdraw annually?
Yes, you absolutely can set limits on how much a beneficiary can withdraw annually from a trust, and it’s a …
Can I name a family council to advise the trustee?
Establishing a family council to advise a trustee is a proactive step many families take to ensure their estate plan …
Can I require pre-approval for any single expense over a set amount?
Establishing a system for pre-approval of expenses exceeding a certain threshold is a cornerstone of sound financial management, particularly within …
Can a bypass trust be created for unmarried partners?
The question of whether a bypass trust—also known as a credit shelter trust—can be created for unmarried partners is complex, …