What is a letter of intent and should I include one with my trust?
A letter of intent, often referred to as a “LOI”, is a non-binding document that outlines your wishes regarding the …
Wildomar Estate Planning
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a complex one, often debated …
Is a living trust worth it for small estates?
The question of whether a living trust is worthwhile for smaller estates is a common one, and the answer isn’t …
Can I automatically allocate unused distributions to impact investment funds?
The question of automatically allocating unused distributions to impact investment funds is becoming increasingly popular as individuals and families seek …
Can I specify that distributions only occur after net-worth milestones?
The question of whether you can structure trust distributions tied to net-worth milestones is a common one, and the answer …