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Wildomar Estate Planning

Can I establish multi-tiered inheritance thresholds?

June 7, 2025 by admin

The ability to establish multi-tiered inheritance thresholds is a common desire among estate planning clients, and yes, it’s absolutely possible, …

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Can I support global citizenship programs through the trust?

June 7, 2025 by admin

Establishing a trust allows for remarkable flexibility in directing your wealth according to your values, and supporting global citizenship programs …

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Can I direct part of the trust to fund internships for beneficiaries’ children?

June 7, 2025 by admin

Absolutely, a trust can be structured to allocate funds for specific purposes, including funding internships for the children of your …

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Can I use estate planning to reinforce trauma-informed care within the family?

June 7, 2025 by admin

The intersection of estate planning and trauma-informed care might not be immediately obvious, but for families navigating complex histories, it’s …

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Can the trust support accessible fitness club memberships?

June 7, 2025 by admin

The question of whether a trust can support accessible fitness club memberships, while seemingly straightforward, delves into the nuances of …

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Recent Posts

  • Can I establish multi-tiered inheritance thresholds?
  • Can a special needs trust fund long-term storage of medical records?
  • Can I prohibit certain investments in the trust?

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