Can I require digital receipts for all disbursements?
The modern landscape of financial record-keeping is rapidly shifting towards digital solutions, and the question of whether you can require …
Escondido Estate Planning
Can I require heirs to complete financial counseling before inheriting?
The question of whether you can require heirs to complete financial counseling before receiving an inheritance is increasingly relevant in …
Can a testamentary trust provide matching grants for educational expenses?
A testamentary trust, established through a will and taking effect after death, absolutely can be structured to provide matching grants …
Can I provide guidance for social media memorialization of my life?
The digital age has introduced a new dimension to estate planning, extending beyond traditional assets to encompass our online presence; …
Can I require financial counseling for beneficiaries before distribution?
The question of whether you can require financial counseling for beneficiaries before distribution from a trust is complex, but increasingly …