Can a bypass trust be established with portability planning in mind?
The interplay between bypass trusts (also known as credit shelter trusts) and portability, a concept introduced by the American Taxpayer …
Temecula Estate Planning
What Happens When There’s a Sudden Change in Circumstances Affecting a Trust?
The phone rang, shattering the silence of my morning coffee. It was Mrs. Peterson, her voice trembling with distress. Her …
Who is best equipped to handle estate planning?
The phone slipped from my grasp, clattering onto the hardwood floor. My heart pounded in my chest, a frantic drumbeat …
How can I protect myself when hiring an estate planning attorney near by
Rain lashed against the windows as Sarah frantically shuffled through a stack of papers. Her grandfather had passed away unexpectedly, …
Who Handles Digital Asset Planning?
The blinking cursor mocked me, each second feeling like an eternity. My grandfather had passed away unexpectedly, leaving behind a …
What Is a Trust and Why Do I Need One?
The late afternoon sun cast long shadows across my desk as I frantically searched through stacks of paperwork, desperately seeking …