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Wildomar Estate Planning

Can I include sustainability benchmarks for real property holdings?

June 4, 2025 by admin

The question of incorporating sustainability benchmarks into estate planning for real property holdings is increasingly relevant as clients prioritize environmental …

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Can a trust help with planning for adult dependents?

June 4, 2025 by admin

Planning for the future security of adult dependents, whether due to disability, age, or other circumstances, is a crucial part …

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Can a trust be used to support a non-citizen spouse?

June 4, 2025 by admin

Yes, a trust can absolutely be used to support a non-citizen spouse, but it requires careful planning and consideration of …

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Can I restrict access to trust financial reports to beneficiaries only?

June 4, 2025 by admin

The question of controlling access to trust financial reports is a common concern for grantors and trustees alike, and the …

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Can a special needs trust support co-working spaces adapted for accessibility?

June 4, 2025 by admin

The question of whether a special needs trust can fund co-working spaces tailored for accessibility is a complex one, increasingly …

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Recent Posts

  • Can a marital trust be used in a second marriage with children from both sides?
  • Can the bypass trust require all trustees to be bonded?
  • Can a trust help with planning for adult dependents?

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