What’s the difference between a land trust and a revocable trust?
Both land trusts and revocable trusts are estate planning tools used to manage assets, but they serve distinctly different purposes …
Wildomar Estate Planning
Can a CRT ensure annual updates to the donor’s family on remainder usage?
A Charitable Remainder Trust (CRT) is a powerful estate planning tool that allows donors to receive income during their lifetime, …
Can I allocate separate funds for emergencies within the trust?
Establishing a trust is a powerful tool for managing assets and ensuring your wishes are carried out, but many clients …
Can the CRT hold agricultural land in trust for stewardship before sale?
Charitable Remainder Trusts (CRTs) can indeed hold agricultural land, offering a unique avenue for stewardship while planning for eventual sale, …
Can I include life coaching or mentorship funding in the trust plan?
The question of incorporating funding for life coaching or mentorship within a trust is increasingly common as individuals recognize the …