Can the CRT prevent certain charities from being future beneficiaries?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving income for …
Wildomar Estate Planning
Can the trust prioritize income generation over asset growth?
Absolutely, a trust can be specifically designed to prioritize income generation over aggressive asset growth, and often this is a …
Can I create an estate-run mentorship program for heirs?
The idea of weaving mentorship into the fabric of an estate plan is increasingly popular, moving beyond simply distributing assets …
Can I restrict investment in cryptocurrency or digital assets?
The increasing popularity of cryptocurrencies and digital assets presents unique challenges for estate planning, particularly when considering potential restrictions on …
Can the trust adopt a long-term horizon approach to investing?
Absolutely, a trust can, and often should, adopt a long-term horizon approach to investing, particularly when established for beneficiaries who …