What if I have children from multiple marriages—how do I set that up?
Blending families is increasingly common, and ensuring fair and equitable treatment of all children in your estate plan when you …
Wildomar Estate Planning
Do beneficiaries pay taxes on trust distributions?
The question of whether beneficiaries pay taxes on trust distributions is surprisingly complex, and often misunderstood, even among those familiar …
Can I establish a review process for beneficiary progress toward personal goals?
Establishing a review process for beneficiary progress toward personal goals within a trust is a nuanced but increasingly popular approach …
What happens if the beneficiary becomes ineligible for government benefits?
The potential for a beneficiary to become ineligible for government benefits, such as Medicaid or Supplemental Security Income (SSI), is …
Can I include digital tools to track estate assets and distributions?
The increasing digitization of our lives extends to estate planning, offering modern solutions for tracking assets and managing distributions; however, …