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Wildomar Estate Planning

Can beneficiaries request changes to the trust?

June 6, 2025 by admin

Beneficiaries often misunderstand the nature of a trust and their role within it, frequently believing they have direct control over …

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Who pays final expenses in a trust administration?

June 6, 2025 by admin

The question of who covers final expenses during trust administration is a frequent concern for many families, and the answer …

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Can the trust fund cognitive behavioral therapy specific to disability adaptation?

June 6, 2025 by admin

Navigating life with a disability presents unique challenges, and ensuring access to appropriate care, including cognitive behavioral therapy (CBT), is …

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Can I allow public reporting of trust impact or activity?

June 6, 2025 by admin

The question of whether you can allow public reporting of trust impact or activity is complex, heavily dependent on the …

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Can I plan for multiple successors for various family roles and trusts?

June 6, 2025 by admin

Absolutely, comprehensive estate planning allows for the designation of multiple successors, not just for your primary beneficiaries or trustees, but …

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Recent Posts

  • Can a trust give bonuses for academic achievements?
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