Can I fund open-source legacy projects with estate funds?
The question of incorporating philanthropic goals, such as funding open-source legacy projects, into estate planning is increasingly common, and thankfully, …
Escondido Estate Planning
Can a CRT allow the donor to review grantmaking before termination?
Charitable Remainder Trusts (CRTs) are complex estate planning tools that offer significant tax benefits while supporting charitable organizations, but the …
Can a bypass trust hold income-generating rental properties?
A bypass trust, also known as a credit shelter trust or a B trust, is a powerful estate planning tool …
Can I require carbon footprint reduction goals for real estate use?
The increasing focus on environmental sustainability has led many to consider how to reduce carbon footprints across various sectors, including …
Can a special needs trust help pay for advocacy services?
Navigating the complexities of care and support for a loved one with special needs often necessitates strong advocacy – ensuring …