What are appraisals?
The Ramirez family, long-time residents of San Diego, believed they had a solid estate plan in place. David and Maria, …
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The salt air hung heavy, mirroring the anxiety that clung to Sarah as she sat across from her brother, David, …
Should I include trust reviews in my financial planning schedule?
Integrating regular trust reviews into your financial planning schedule is not merely advisable—it’s essential for safeguarding your assets and ensuring …
Can I require trustees to follow an ESG scoring system for investments?
The question of whether you can require trustees to follow an ESG (Environmental, Social, and Governance) scoring system for investments …
Can a special needs trust pay for a caregiver?
The question of whether a special needs trust (SNT) can pay for a caregiver is a common one for families …
Can a bypass trust distribute principal to my children?
The question of whether a bypass trust—also known as a completed gift trust or an irrevocable life insurance trust (ILIT)—can …
Can I create a flexible trust that accommodates evolving medical needs?
The question of whether a trust can adapt to changing medical necessities is a critical one for many individuals planning …
Can the trust pay for education expenses?
The question of whether a trust can pay for education expenses is remarkably common for families planning for future generations, …