Can a testamentary trust specify use of ethical banking institutions?
The question of whether a testamentary trust can specify the use of ethical banking institutions is multifaceted, blending legal feasibility …
Escondido Estate Planning
Can I require annual meetings between trustees and beneficiaries?
The question of mandating annual meetings between trustees and beneficiaries is a nuanced one, deeply rooted in state law and …
Can estate planning help me support a surviving unmarried partner?
Navigating estate planning can be complex, especially when considering the financial security of an unmarried partner, as traditional legal frameworks …
Can I mandate contributions to emergency savings accounts?
The question of mandating contributions to emergency savings accounts delves into a fascinating intersection of behavioral economics, financial planning, and …
Can a trust fund smart home automation for daily living needs?
The question of whether a trust fund can finance smart home automation for daily living needs is increasingly relevant as …