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Wildomar Estate Planning

Can I make changes to a revocable trust at any time?

June 4, 2025 by admin

Yes, you absolutely can make changes to a revocable trust at any time, as long as you are mentally competent …

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Can a bypass trust hold income-generating rental properties?

June 4, 2025 by admin

Yes, a bypass trust, also known as a credit shelter trust or a B trust, can absolutely hold income-generating rental …

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Can I require carbon footprint reduction goals for real estate use?

June 4, 2025 by admin

The increasing awareness of climate change is driving a demand for sustainable practices across all sectors, including real estate. While …

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Can the trust support access to substance recovery programs?

June 4, 2025 by admin

The question of whether a trust can support access to substance recovery programs is increasingly relevant in estate planning, as …

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Can I tie trust distributions to generational carbon footprint goals?

June 4, 2025 by admin

The concept of incorporating environmental or social goals into trust distributions is a relatively new, yet increasingly popular, area of …

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