Can I fund a CRT with restricted stock?
Charitable Remainder Trusts (CRTs) offer a compelling way to support your favorite charities while potentially reducing your current tax liability …
Wildomar Estate Planning
Can my trust receive money from a life insurance payout?
Yes, your trust can absolutely receive money from a life insurance payout, and it’s a common and often advantageous estate …
Can I use a CRT to satisfy a charitable pledge?
Charitable Remainder Trusts (CRTs) offer a sophisticated method for fulfilling significant charitable pledges while simultaneously providing income to the donor, …
Can a revocable trust reduce family conflict after my death?
A revocable trust is often presented as a tool for managing assets, but its impact extends far beyond mere financial …
Can I name a corporate trustee to manage complex assets?
Navigating the complexities of estate planning, particularly when dealing with substantial or intricate assets, often leads individuals to consider options …