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San Diego County

How do I add a new child or grandchild to the trust?

May 12, 2025 by admin

Establishing a trust is a significant step in estate planning, offering a secure future for loved ones. However, life evolves, …

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How can I protect an inheritance from a child’s divorce?

May 12, 2025 by admin

Protecting an inheritance intended for a child from being impacted by a potential divorce is a common concern for many …

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How can I ensure my estate plan accounts for inflation or rising costs of living?

May 12, 2025 by admin

Estate planning is often viewed as a one-time event, a series of documents created and then filed away. However, a …

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How are testamentary trusts different from inter vivos trusts?

May 12, 2025 by admin

Estate planning often involves the creation of trusts, legal arrangements designed to manage assets for beneficiaries. However, not all trusts …

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How are assets transferred into the trust after death?

May 12, 2025 by admin

The process of transferring assets into a trust after someone’s passing, known as post-mortem funding, is a critical but often …

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Does each state have different trust rules?

May 12, 2025 by admin

The landscape of estate planning, particularly concerning trusts, is far from uniform across the United States. While the core principles …

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Does a Testamentary Trust Shield Assets from Divorce?

May 12, 2025 by admin

The question of whether a testamentary trust can shield assets from divorce is complex and depends heavily on state laws, …

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Recent Posts

  • Can I cap beneficiary lifestyle inflation using trust metrics?
  • Can a testamentary trust handle social media accounts?
  • What happens to a testamentary trust if a named beneficiary dies before me?

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