Can I require impact investment verification from portfolio managers?
The increasing demand for socially responsible investing has led many investors to seek “impact investments” – those intended to generate …
Wildomar Estate Planning
Can a special needs trust pay for non-driver ID renewals?
Navigating the financial aspects of caring for a loved one with special needs requires meticulous planning, and a frequent question …
Can I use an irrevocable trust to qualify for long-term care benefits?
Navigating the complexities of long-term care planning requires careful consideration of asset protection strategies, and irrevocable trusts are frequently discussed …
Can a special needs trust be designed for temporary disability?
While traditionally associated with lifelong disabilities, a special needs trust (SNT) *can* be structured to address temporary disabilities, though it …
How often should I review my irrevocable trust?
Irrevocable trusts, while offering significant benefits in estate planning, aren’t “set it and forget it” tools; regular review is crucial …