Can I require income payments be used only for primary residence expenses?
The question of restricting income payments from a trust to solely cover primary residence expenses is a common one for …
Wildomar Estate Planning
Can a trust provide capital for home purchases?
Yes, a trust can absolutely provide capital for home purchases, though it’s not as straightforward as a traditional mortgage and …
Can I cap beneficiary lifestyle inflation using trust metrics?
The potential for “lifestyle inflation” among beneficiaries is a significant concern for estate planning attorneys like Steve Bliss, especially when …
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 digitally-dependent world; …
What happens to a testamentary trust if a named beneficiary dies before me?
A testamentary trust, created within a will, provides for the distribution of assets after your death, and the question of …