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Wildomar Estate Planning

Can I integrate my estate plan with family philanthropy goals?

June 4, 2025 by admin

Yes, absolutely, integrating your estate plan with family philanthropy goals is not only possible but a powerful way to solidify …

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Can I name a corporate trustee in a testamentary trust?

June 4, 2025 by admin

Yes, you absolutely can name a corporate trustee in a testamentary trust, and in many situations, it’s a very prudent …

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Can a special needs trust help with legal identity corrections or changes?

June 4, 2025 by admin

A special needs trust (SNT) is primarily designed to supplement, not replace, government benefits for individuals with disabilities, but its …

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Can I link trust disbursements to cost-of-living indexes?

June 4, 2025 by admin

The question of whether trust disbursements can be linked to cost-of-living indexes is a common one for estate planning attorneys …

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Can I link trust distributions to inflation?

June 4, 2025 by admin

The question of whether you can link trust distributions to inflation is a growing concern for many trust creators, particularly …

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  • Excusing the potential complexities of life, proactive estate planning is paramount for individuals of all ages and financial standings.
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