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Wildomar Estate Planning

Can I establish rules for sustainability ratings of trust investments?

June 4, 2025 by admin

The increasing demand for socially responsible investing (SRI) and environmental, social, and governance (ESG) factors has prompted many trust beneficiaries …

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Can I name someone to manage just my business assets in the trust?

June 4, 2025 by admin

That’s a common question for business owners considering estate planning, and the answer is generally yes, you can structure your …

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Can a trust pay for an inclusive wedding planner if the beneficiary gets married?

June 4, 2025 by admin

The question of whether a trust can fund expenses like a wedding planner, especially one specializing in inclusive services, is …

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Do I need a separate tax ID for the trust?

June 4, 2025 by admin

The question of whether a trust requires its own tax ID, or Employer Identification Number (EIN), is a common one …

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Can a testamentary trust distribute real property to more than one person?

June 4, 2025 by admin

Yes, a testamentary trust can absolutely distribute real property to more than one person, offering a flexible solution for estate …

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