Can a bypass trust distribute only income and retain principal permanently?
The concept of a bypass trust, also known as a credit shelter trust or a family trust, is a powerful …
Temecula Estate Planning
What Happens If I Don’t Act on a Broken Estate Plan Near By
The phone slipped from Mary’s grasp, clattering against the hardwood floor. Her brother’s voice, strained and filled with despair, echoed …
How can I protect my assets and ensure they are distributed according to my wishes?
The flickering candlelight danced across Emily’s worried face as she stared at the stack of papers on her desk. Her …
Who handles trust administration in California?
Rain lashed against the windows as I frantically searched for my grandmother’s will. She had passed away suddenly, leaving behind …
How Do Trusts Protect Assets from Creditors?
The phone buzzed incessantly, jarring me awake in the dead of night. It was my elderly aunt Margaret, her voice …
Who should I notify if my estate plan is challenged near by?
The phone rang, shattering the peaceful morning. It was Emily’s attorney, his voice grave. “There’s been a challenge to your …