What are the tax filing requirements for a revocable trust?
A revocable trust, also known as a living trust, is a powerful estate planning tool that allows you to maintain …
Escondido Estate Planning
Can I delay distributions until a certain age or event?
Absolutely, delaying distributions from a trust is a common and strategically sound estate planning technique, allowing for continued growth and …
Can I create multiple CRTs for different beneficiaries?
Absolutely, establishing multiple Charitable Remainder Trusts (CRTs) for different beneficiaries is not only permissible but often a strategically sound estate …
Can I establish a charitable remainder trust in my will?
Establishing a charitable remainder trust (CRT) directly within a will is not possible; CRTs are irrevocable trusts created during your …
What’s a charitable lead trust?
A charitable lead trust (CLT) is an irrevocable trust designed to benefit a charity first, with any remaining assets eventually …