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Wildomar Estate Planning

Can I exclude future spouses of beneficiaries from accessing trust assets?

June 6, 2025 by admin

The question of excluding future spouses of beneficiaries from accessing trust assets is a common concern for many estate planning …

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Can a testamentary trust include a special needs provision?

June 6, 2025 by admin

Yes, a testamentary trust can absolutely include a special needs provision, and in many cases, it’s a crucial element for …

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Can a special needs trust fund work-from-home equipment?

June 6, 2025 by admin

The question of whether a special needs trust (SNT) can cover work-from-home equipment is a complex one, heavily dependent on …

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Can a bypass trust be funded through a pour-over will?

June 6, 2025 by admin

The short answer is yes, a bypass trust, also known as a credit shelter trust or an A-B trust (though …

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Can I disinherit a family member through estate planning?

June 6, 2025 by admin

The question of whether you can disinherit a family member is a common one for those considering estate planning, and …

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