Can I include vehicle titles in my estate plan?
Absolutely, including vehicle titles within your comprehensive estate plan is not only possible, but often a crucial step in ensuring …
Escondido Estate Planning
Can I set a cap on annual disbursements from the bypass trust?
The question of capping annual disbursements from a bypass trust, also known as a credit shelter trust or an A-B …
Can I limit distributions if a beneficiary has no estate plan of their own?
The question of limiting distributions to a beneficiary lacking their own estate plan is a common concern for grantors establishing …
How does a testamentary trust treat capital gains distributions?
A testamentary trust, established through a will and taking effect after death, handles capital gains distributions with specific rules differing …
What happens to debts in a trust upon death?
Upon the death of the grantor, the fate of debts held within a trust is a frequent concern for beneficiaries …