Can I create a legacy letter as part of my estate plan?
The question of incorporating a legacy letter into an estate plan is increasingly common, reflecting a desire for more than …
Point Loma Estate Planning Law
Can I create a CRT to support cultural preservation initiatives?
The question of utilizing a Charitable Remainder Trust (CRT) to fund cultural preservation initiatives is a compelling one, increasingly relevant …
Can I create a charitable foundation through estate planning?
The prospect of leaving a lasting legacy extends beyond simply distributing assets to loved ones; many individuals desire to support …
Can I coordinate a bypass trust with my business succession plan?
The intersection of bypass trusts and business succession planning is a critical area for business owners seeking to protect assets, …
Can I condition housing benefits on employment or education status?
The question of whether housing benefits can be conditioned on employment or education status is complex, rooted in federal regulations …
Can I choose how much of my estate funds the bypass trust?
The question of control over funding a bypass trust, also known as a credit shelter trust or an exemption trust, …