Can I integrate my estate plan with my business exit strategy?
The intersection of estate planning and business exit strategy is a crucial, yet often overlooked, area for business owners. Many …
San Diego County
Can I include visual scheduling tools as allowable trust expenses?
The question of whether visual scheduling tools qualify as allowable trust expenses is nuanced and depends heavily on the specific …
Can I include trust terms for future climate adaptation costs?
The question of incorporating provisions for future climate adaptation costs within a trust is gaining significant traction as environmental concerns …
Can I include transition-out planning when the beneficiary reaches retirement age?
The question of incorporating transition-out planning for trust beneficiaries reaching retirement age is a critical one, often overlooked in initial …
Can I include sustainability clauses for real estate in the trust?
Estate planning, at its core, is about transferring assets according to your wishes, but it’s also increasingly about reflecting your …
Can I include specific terms for pet care expenses in the trust?
The question of whether you can include specific terms for pet care expenses within a trust is becoming increasingly common …
Can I include rotating governance models in trust bylaws?
The question of whether to include rotating governance models within trust bylaws is becoming increasingly relevant as families and individuals …