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Wildomar Estate Planning

What is a letter of intent and should I include one with my trust?

June 4, 2025 by admin

A letter of intent, often referred to as a “LOI”, is a non-binding document that outlines your wishes regarding the …

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Can I allow beneficiaries to vote on major trust investment decisions?

June 4, 2025 by admin

The question of whether to allow beneficiaries to vote on major trust investment decisions is a complex one, often debated …

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Is a living trust worth it for small estates?

June 4, 2025 by admin

The question of whether a living trust is worthwhile for smaller estates is a common one, and the answer isn’t …

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Can I automatically allocate unused distributions to impact investment funds?

June 4, 2025 by admin

The question of automatically allocating unused distributions to impact investment funds is becoming increasingly popular as individuals and families seek …

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Can I specify that distributions only occur after net-worth milestones?

June 4, 2025 by admin

The question of whether you can structure trust distributions tied to net-worth milestones is a common one, and the answer …

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Recent Posts

  • Can an executor or a will sell property without beneficiary approval?The Authority of an Executor to Sell Property without Unanimous Beneficiary Approval

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