Can a bypass trust support loan guarantees for first-time homebuyers?
The question of whether a bypass trust can support loan guarantees for first-time homebuyers is complex, hinging on the specific …
Wildomar Estate Planning
Can a testamentary trust include staggered release clauses based on multiple life events?
Absolutely, a testamentary trust can, and often *should*, include staggered release clauses tied to multiple life events, offering a flexible …
Can I make a trust self-executing upon death?
The question of whether a trust can be self-executing upon death is a common one for those considering estate planning, …
Can a bypass trust be funded by community property with proper agreements?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can be funded with community …
Can I include renewable sunset clauses for trust reevaluation every decade?
The idea of incorporating renewable sunset clauses for trust reevaluation every decade is a proactive and increasingly popular approach to …