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Wildomar Estate Planning

Can the trust reimburse the surviving spouse for expenses?

June 3, 2025 by admin

This is a common question for those establishing trusts, particularly regarding provisions for a surviving spouse and ensuring their financial …

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Can a trust sponsor beneficiaries for immigration applications?

June 3, 2025 by admin

The question of whether a trust can sponsor beneficiaries for immigration applications is a complex one, often arising in estate …

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Can I designate one heir to manage real estate while others receive income?

June 3, 2025 by admin

The question of designating one heir to manage real estate while others receive the income it generates is a common …

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Can the trust fund certifications in ethics or sustainability?

June 3, 2025 by admin

The question of whether trust funds can incorporate certifications in ethics or sustainability is gaining traction as investors and beneficiaries …

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Can I reward heirs who participate in restorative family history efforts?

June 3, 2025 by admin

The question of whether to reward heirs for participating in restorative family history efforts is a complex one, deeply intertwined …

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Recent Posts

  • Can I assign co-beneficiaries on a rotating schedule?
  • Can a trustee be removed from a testamentary trust?
  • Can the trust underwrite disability insurance for key beneficiaries?

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