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Wildomar Estate Planning

Can I require a licensed fiduciary to manage distributions?

May 30, 2025 by admin

The question of whether you can require a licensed fiduciary to manage distributions from a trust is a common one, …

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Can I include transition-out planning when the beneficiary reaches retirement age?

May 30, 2025 by admin

Estate planning isn’t simply about what happens *after* someone passes away; it’s a dynamic process that should adapt to life’s …

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Can I include visual scheduling tools as allowable trust expenses?

May 30, 2025 by admin

Determining what constitutes an allowable expense for a trust can be surprisingly complex, extending beyond simple medical bills or property …

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Can I write a letter of wishes to accompany my testamentary trust?

May 30, 2025 by admin

A letter of wishes is a powerful, though non-binding, document that can provide invaluable guidance to the trustee of your …

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Can a special needs trust coexist with a guardianship?

May 30, 2025 by admin

Navigating the legal landscape for individuals with special needs requires careful consideration of various tools, and a common question arises: …

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Recent Posts

  • Can I require a licensed fiduciary to manage distributions?
  • Can I tie distribution increases to verified charitable contributions?
  • Can I include transition-out planning when the beneficiary reaches retirement age?

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