Can I refinance a home in a trust without removing it?
The question of refinancing a home held within a trust is surprisingly common, and the answer, while not a simple …
San Diego County
Can I receive an upfront tax deduction before funding the CRT?
The question of whether you can receive an upfront tax deduction *before* funding a Charitable Remainder Trust (CRT) is a …
Can I put my house in the trust?
The question of whether you can place your house into a trust is a remarkably common one for individuals beginning …
Can I provide matching grants to family-aligned public service organizations?
The question of providing matching grants to family-aligned public service organizations is a common one for individuals with estate planning …
Can I provide guidance for social media memorialization of my life?
The digital age has irrevocably altered how we live, interact, and even how we contemplate our legacies. Increasingly, individuals are …
Can I provide for periodic lump-sum gifts in addition to ongoing income?
Establishing a trust is often seen as a monolithic act, a single decision to safeguard assets. However, the reality is …
Can I provide different inheritance shares to children from different marriages?
The question of whether you can provide different inheritance shares to children from different marriages is a common one, particularly …