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Wildomar Estate Planning

Can I use a living trust to manage finances if I become disabled?

June 6, 2025 by admin

A living trust is a powerful tool, and yes, it absolutely can be utilized to manage your finances should you …

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Can a trust prioritize funding for therapies over recreation?

June 6, 2025 by admin

Absolutely, a trust can be specifically structured to prioritize funding for therapies and essential care over discretionary expenses like recreation, …

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Can I allocate different levels of access to financial information among heirs?

June 6, 2025 by admin

The question of whether you can allocate different levels of access to financial information among heirs is a common one, …

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Can a CRT hold real property under a conservation easement?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their ability to hold real property, especially land subject to …

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Can I prohibit beneficiaries from selling inherited property?

June 6, 2025 by admin

The question of restricting beneficiaries from selling inherited property is a common one for estate planning attorneys like Steve Bliss …

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Recent Posts

  • Can a special needs trust fund work-from-home equipment?
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