How does a testamentary trust handle digital estate content like NFTs?
The realm of estate planning has dramatically expanded beyond traditional assets like real estate and stocks to encompass the increasingly …
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How does a revocable living trust differ from a will?
Estate planning is a critical aspect of responsible financial management, ensuring your assets are distributed according to your wishes after …
How do you recommend structuring a trust for a child who receives public benefits?
Navigating the world of trusts for beneficiaries receiving public benefits, such as Supplemental Security Income (SSI) or Medicaid, requires careful …
How do you help clients choose the right trustee or executor?
Selecting a trustee or executor is arguably one of the most crucial decisions in estate planning, far beyond simply drafting …
How do you handle estate planning for unmarried partners?
Estate planning for unmarried partners presents unique challenges compared to planning for married couples. The legal framework automatically provides certain …
How do you coordinate estate plans for married couples who file separately?
Navigating estate planning is complex enough for couples filing jointly, but when a married couple chooses to file taxes separately, …
How do Trusts Work in Community Property States?
Navigating estate planning in a community property state like California, Texas, Washington, Arizona, Nevada, New Mexico, Idaho, Louisiana, and Wisconsin …
Is a special needs trust considered irrevocable?
The question of whether a special needs trust (SNT) is considered irrevocable is central to understanding its function and benefits. …
Is a diagnosis required to set up a special needs trust?
The question of whether a formal diagnosis is *required* to establish a Special Needs Trust (SNT) is a common one, …
How much does it cost to set up a trust?
The question of trust establishment costs is incredibly common, and the answer, unfortunately, isn’t straightforward. As a San Diego trust …