Can the trust cover energy-efficient appliance upgrades for accessibility?
Absolutely, a thoughtfully designed trust can indeed cover energy-efficient appliance upgrades aimed at enhancing accessibility for a beneficiary, but it …
Wildomar Estate Planning
Can a CRT require the charity to undergo third-party impact verification?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a bypass trust provide a housing stipend for a relocating beneficiary?
The question of whether a bypass trust can provide a housing stipend for a relocating beneficiary is complex and hinges …
Can I tie income disbursements to health benchmarks of the recipient?
The question of whether income disbursements can be legitimately tied to the health benchmarks of a recipient is a complex …
Can I structure my estate plan to benefit domestic and international charities?
Absolutely, structuring your estate plan to benefit both domestic and international charities is not only possible but a powerful way …