Can I assign a values statement to accompany financial inheritance?
The question of linking a values statement to a financial inheritance is becoming increasingly popular as individuals seek to ensure …
Escondido Estate Planning
Can a trust prohibit the use of offshore tax havens?
Absolutely, a trust can—and often should—prohibit the use of offshore tax havens, serving as a crucial element in responsible estate …
Can a CRT work in conjunction with a private foundation?
Absolutely, a Charitable Remainder Trust (CRT) can be strategically paired with a private foundation, creating a powerful philanthropic and tax-advantaged …
Can I require investment alignment with religious values?
The question of aligning investments with religious or ethical values is becoming increasingly prevalent, and the answer is nuanced but …
Can the trust fund specialized medical devices not covered by insurance?
Navigating the world of healthcare costs, particularly for specialized medical devices, can be incredibly complex, and a trust fund can …