Can a bypass trust fund the purchase of a vehicle for a dependent?
Bypass trusts, also known as marital trusts or B trusts, are powerful estate planning tools designed to minimize estate taxes …
Temecula Estate Planning
How do I clarify confusion around advice from my estate planning attorney near by
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Her lawyer’s words echoed in her mind: “irrevocable trust”, …
What’s the repair process for an invalidating a trust?
The musty attic air hung heavy with dust motes dancing in the single shaft of sunlight piercing through the grimy …
How Can Estate Planning Help Me Protect My Family?
The flickering candlelight cast long shadows on the faces gathered around the worn oak table. A heavy silence hung in …
Where can I get a second opinion on my estate plan
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Her heart hammered against her ribs. “He didn’t leave …
How do I get transparency in resolving trust-related issues?
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …