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Wildomar Estate Planning

Can I use estate funds to create time capsules for descendants?

June 6, 2025 by admin

The question of utilizing estate funds for unique legacies, like time capsules for descendants, is a fascinating one that often …

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Can a CRT prohibit remainder use for endowment growth?

June 6, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their structure and permissible uses are often subject to scrutiny, …

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Can estate planning reduce the risk of conservatorship?

June 6, 2025 by admin

The potential for a conservatorship, a legal proceeding where a court appoints someone to manage another person’s financial affairs and/or …

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Can I specify a succession plan for art collections?

June 6, 2025 by admin

Art collections, beyond their aesthetic value, represent significant financial and emotional investments, making a thoughtful succession plan crucial for their …

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Can a testamentary trust hold franchise licenses?

June 6, 2025 by admin

A testamentary trust, created through a will and taking effect after death, presents a unique set of considerations when it …

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  • Can I use a testamentary trust to preserve certain family traditions?
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