Can a bypass trust be amended or revoked?
The question of whether a bypass trust—also known as a credit shelter trust—can be amended or revoked is a common …
San Diego County
Can a bypass trust allocate funds for travel required by family obligations?
The question of whether a bypass trust can allocate funds for travel related to family obligations is a common one …
Are Legacy Trusts for Philanthropic Family Values?
The desire to instill core values in future generations, particularly those centered around philanthropy, is a powerful motivator for many …
Are there tax benefits to setting up a special needs trust?
Establishing a special needs trust (SNT) is a crucial step for families seeking to protect the financial future of a …
Are there options to minimize gift tax if I want to help my children buy homes?
Helping your children achieve the dream of homeownership is a generous act, but it’s important to understand the potential gift …
Are there estate planning benefits to including annuities?
Estate planning is a multifaceted process, often focused on wills, trusts, and powers of attorney, but increasingly, financial tools like …
Are there best practices for naming beneficiaries on non-retirement assets?
Naming beneficiaries on non-retirement assets, such as bank accounts, real estate, and brokerage accounts, is a crucial part of estate …