Can I leave instructions for unsubscribing from subscriptions and memberships?
The question of whether you can leave instructions for unsubscribing from subscriptions and memberships within your estate plan is a …
Escondido Estate Planning
Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, fraught with ethical and …
Can a revocable trust own a checking account?
Yes, a revocable trust can absolutely own a checking account, and it’s a common and crucial part of properly funding …
Can I mandate heirs meet annually in-person or virtually?
The question of whether you can mandate annual meetings of your heirs, whether in-person or virtually, within the framework of …
Can I set timelines for reinvestment of passive income?
The question of establishing timelines for reinvesting passive income within a trust or estate plan is a crucial one, offering …