Can a trust help pay for disability-inclusive financial education?
Financial literacy is crucial for everyone, yet individuals with disabilities often face unique challenges in accessing effective financial education, and …
Escondido Estate Planning
Can I limit when and how funds are used for healthcare?
The question of controlling the timing and method of healthcare funding within an estate plan is a significant one for …
Can I prevent beneficiaries from pledging trust assets as loan collateral?
The question of whether beneficiaries can pledge trust assets as loan collateral is a common concern for grantors creating trusts, …
Can a person with a mental illness be a beneficiary of a special needs trust?
Absolutely, a person with a mental illness can absolutely be a beneficiary of a special needs trust, and in many …
How does an irrevocable trust affect my eligibility for financial aid?
Irrevocable trusts, while excellent tools for estate planning, can introduce complexities when applying for financial aid for college. The key …