Can a trust adjust for changing tax brackets of the beneficiary?
Absolutely, a well-drafted trust can be designed to adjust distributions to a beneficiary based on changes in their tax bracket, …
Wildomar Estate Planning
What happens when a testamentary trust ends?
A testamentary trust, created within a will, is a powerful tool for managing assets after someone passes away, but like …
What is a testamentary trust?
A testamentary trust is a trust created within a will, coming into effect only *after* the death of the will’s …
Can I cap annual disbursements based on inflation-adjusted figures?
The question of capping annual disbursements from a trust based on inflation-adjusted figures is a common one for those establishing …
Can I establish a legacy website with estate planning funds?
The idea of preserving one’s story, values, or even a business through a digital legacy—a website accessible after one’s passing—is …