Can I block beneficiaries from becoming trustees later?
The question of whether you can prevent a beneficiary from *also* serving as a trustee is a common one for …
Wildomar Estate Planning
Can I include portfolio rebalancing rules for long-term investments?
Portfolio rebalancing, a crucial component of long-term investment strategy, involves periodically readjusting the asset allocation of a portfolio to maintain …
Can a trustee also be a beneficiary?
The question of whether a trustee can also be a beneficiary is a common one in estate planning, and the …
Can a trust be funded with an annuity?
Yes, a trust can absolutely be funded with an annuity, though it requires careful consideration and planning to ensure it …
Can I direct that trust funds be used only within certain industries or sectors?
Yes, it is possible to direct that trust funds be used only within certain industries or sectors, though the specifics …