What is an A-B trust strategy?
An A-B trust, also known as a bypass trust or credit shelter trust, is an estate planning technique designed to …
Escondido Estate Planning
Can I embed a code of conduct into the trust?
The idea of embedding a code of conduct within a trust, while unconventional, is gaining traction as families seek to …
How much does it cost to create a testamentary trust?
The cost to create a testamentary trust varies significantly, depending on the complexity of your estate, the attorney’s fees, and …
Can estate planning help me maintain privacy over my assets?
Absolutely, estate planning is a powerful tool for safeguarding the privacy of your assets, a concern growing in importance in …
Can I assign investment oversight to a third party?
Yes, you absolutely can assign investment oversight to a third party, a practice increasingly common in modern estate and financial …