Can I avoid capital gains by using a testamentary trust?
The question of whether a testamentary trust can shield assets from capital gains taxes is a complex one, often sought …
Wildomar Estate Planning
Can I direct the trust to hold long-term treasury bonds?
Absolutely, you can direct a trust to hold long-term treasury bonds, and it’s a common and often prudent strategy within …
Can I give a portion of my estate to a non-profit cooperative?
Yes, you can absolutely designate a portion of your estate to a non-profit cooperative, but careful planning is essential to …
Can I include a rotating scholarship grant within the trust?
Establishing a trust is a powerful tool for managing and distributing assets, and increasingly, individuals are seeking ways to incorporate …
How do I include personal effects in my trust?
Planning for the distribution of your personal property – those cherished items that hold sentimental value – is a crucial, …