Can I cap beneficiary lifestyle inflation using trust metrics?
The potential for lifestyle inflation among trust beneficiaries is a significant, yet often overlooked, concern in estate planning; it’s the …
Escondido Estate Planning
Can a testamentary trust handle social media accounts?
The question of whether a testamentary trust can handle social media accounts is becoming increasingly relevant in our digital age, …
What happens to a testamentary trust if a named beneficiary dies before me?
A testamentary trust, created within your will, is a powerful estate planning tool, but its effectiveness can be impacted if …
Can I allow AI-based financial advisors to be consulted by the trustee?
The question of whether a trustee can consult AI-based financial advisors is increasingly relevant as technology evolves, but it’s not …
Can I include a spendthrift clause in a bypass trust?
The question of whether a spendthrift clause can be included in a bypass trust is a common one for estate …