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What is the best way to protect my family and assets through a comprehensive estate plan?
The warm San Diego sun cast long shadows as Maria and David sat across from their financial advisor, a knot …
Can a Special Needs Trust Help Fund a Service to Simplify Legal Documents?
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Can I set up a trust for non-family members?
Yes, you absolutely can establish a trust benefiting individuals who are not family members, though careful planning is essential to …
Can I create a bypass trust to maintain long-term family property ownership?
The question of preserving family property for generations is a common one, and bypass trusts—also known as AB trusts or …
How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both essential components of comprehensive estate planning, but they operate at different …
Can I require non-disclosure agreements for sensitive asset handling?
Protecting sensitive financial and personal information is paramount when dealing with assets within estate planning, and yes, requiring non-disclosure agreements …
Can a special needs trust cover classes on consent and personal boundaries?
Absolutely, a special needs trust can, and in many cases *should*, cover classes on consent and personal boundaries for a …