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How do I change beneficiaries in my will

June 7, 2025 by admin

The rain hammered against the windows of the small office, mirroring the storm brewing within old Mr. Abernathy. He’d meticulously …

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What’s the top-rated solution for California estate planning

June 7, 2025 by admin

The clock ticked relentlessly. Old Man Tiberius, a recluse known for his eccentric collections and even more eccentric distrust of …

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How do I escalate a situation involving mismanagement of an estate near by

June 7, 2025 by admin

The old Victorian house stood silent, a grey ghost against the perpetually overcast sky. Dust motes danced in the shafts …

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Can a trust be funded with property instead of cash?

May 30, 2025 by admin

Absolutely, a trust can absolutely be funded with property—real estate, stocks, bonds, vehicles, and other assets—instead of solely relying on …

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Can I require beneficiaries to obtain legal counsel before major withdrawals?

May 30, 2025 by admin

As an estate planning attorney in San Diego, I frequently encounter situations where settlors—those creating trusts—want to ensure their beneficiaries …

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Can I limit access to trust assets until retirement age?

May 30, 2025 by admin

Yes, absolutely you can limit access to trust assets until retirement age, and this is a very common and effective …

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Can I include heirlooms and antiques in my estate plan?

May 30, 2025 by admin

Absolutely, incorporating heirlooms and antiques into your estate plan is not only possible but often a crucial part of ensuring …

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Can I assign liquidation triggers based on geopolitical events?

May 30, 2025 by admin

The question of whether one can assign liquidation triggers based on geopolitical events is increasingly relevant in today’s interconnected and …

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Can I assign liquidation triggers based on geopolitical events?

May 30, 2025 by admin

The question of whether you can assign liquidation triggers based on geopolitical events within a trust or estate plan is …

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Can a special needs trust fund immersive therapy programs abroad with medical approval?

May 30, 2025 by admin

The question of whether a special needs trust can fund immersive therapy programs abroad, even with medical approval, is a …

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