Can I write a “final wishes” memo to go with my trust?
The question of whether you can—and should—write a “final wishes” memo to accompany your trust is a common one for …
Point Loma Estate Planning Law
Can I use the trust to reward long-term behavior?
The concept of utilizing a trust to incentivize and reward sustained, positive behavior is surprisingly common, particularly within estate planning …
Can I use the trust to fulfill philanthropic goals after death?
The question of utilizing a trust for post-mortem philanthropic endeavors is increasingly common, and thankfully, the answer is a resounding …
Can I use the estate to cover training for nonprofit board participation?
The question of utilizing estate assets to fund training for nonprofit board participation is a nuanced one, deeply rooted in …
Can I Use My Estate Plan to Provide for a Surviving Cohabitant?
The question of whether you can include a non-married partner in your estate plan is a common one, especially in …