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Escondido Estate Planning

Can I write a letter of wishes alongside my trust?

June 8, 2025 by admin

Absolutely, a letter of wishes is a powerful and often overlooked companion to a trust, offering guidance to your trustee …

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Can I require asset diversification within the trust?

June 8, 2025 by admin

Absolutely, you can and, in many cases, *should* require asset diversification within a trust, particularly when dealing with substantial wealth …

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Can I plan for unequal asset distribution without causing conflict?

June 8, 2025 by admin

Planning for unequal asset distribution among heirs is a common, yet sensitive, estate planning consideration; it requires careful thought, clear …

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Can a special needs trust include digital literacy coaching for seniors with disabilities?

June 8, 2025 by admin

Absolutely, a special needs trust can absolutely encompass provisions for digital literacy coaching for seniors with disabilities, recognizing the increasingly …

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Can a special needs trust sponsor personal safety classes?

June 8, 2025 by admin

Navigating the complexities of providing for a loved one with special needs requires careful consideration of all aspects of their …

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Recent Posts

  • Can I write a letter of wishes alongside my trust?
  • Can I require asset diversification within the trust?
  • Can I plan for unequal asset distribution without causing conflict?

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