Can the trust hold a specific minimum in cash reserves at all times?
Absolutely, a trust can be designed to maintain a specific minimum in cash reserves at all times, and this is …
Wildomar Estate Planning
Can I include instructions for trust asset reinvestment?
Estate planning isn’t a one-time event; it’s a living document that needs to be revisited and adjusted as life changes …
Can a trust limit how much can be withdrawn annually?
Yes, a trust absolutely can, and often does, limit how much can be withdrawn annually, offering a powerful tool for …
Can I provide incentives for heirs who serve on nonprofit boards?
The question of whether you can incentivize heirs to serve on nonprofit boards is a common one in estate planning, …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can *require* a trustee to meet with your financial advisor annually is a nuanced one, …