Can I require digital receipts for all disbursements?
The question of whether you can require digital receipts for all disbursements, particularly within the context of trust and estate …
Wildomar 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 common, reflecting …
Can a testamentary trust provide matching grants for educational expenses?
Testamentary trusts, created within a will and taking effect after death, are versatile estate planning tools capable of much more …
Can I provide guidance for social media memorialization of my life?
The question of what happens to our digital lives after we’re gone is increasingly relevant in today’s world, and yes, …
Can I require financial counseling for beneficiaries before distribution?
The question of whether you can require financial counseling for beneficiaries before the distribution of assets from a trust or …