Can a testamentary trust be used to protect generational wealth?
A testamentary trust, established within a will, absolutely can be a powerful tool for safeguarding and growing wealth across generations, …
Wildomar Estate Planning
How do gift taxes interact with testamentary trust distributions?
The interplay between gift taxes and testamentary trust distributions is a complex area of estate planning, often misunderstood by individuals …
Can I set up a legacy donation through my estate?
Yes, you absolutely can set up a legacy donation through your estate, and it’s a remarkably impactful way to continue …
Can I make ecological restoration projects eligible for funding?
The question of funding ecological restoration projects is increasingly relevant as environmental concerns gain prominence, and fortunately, the answer is …
Can a CRT own high-yield municipal bonds?
Collateralized Retirement Trusts (CRTs) are increasingly popular estate planning tools, offering a unique blend of asset protection and potential tax …