Can a special needs trust include annual audits with a family representative present?
The question of incorporating annual audits, with a family representative present, into a special needs trust is a thoughtful one, …
Temecula Estate Planning
How Can a Trust Protect My Assets?
The incessant buzzing of my phone jolted me awake. It was 3 am, and a frantic call from my elderly …
How do I know whether to repair or replace my current estate plan?
The phone slipped from my clammy hand, clattering onto the hardwood floor. Tears welled up in my eyes as I …
How can I protect my family’s future with a trust?
The phone slipped from her grasp, clattering onto the hardwood floor. Sarah stared at the letter, the words blurring through …
How Does a Trust Protect My Assets From Probate?
The air hung thick with tension as Margaret clutched the worn legal document, her heart pounding in her chest. Her …
How do I dispute an error involving my estate plan near me
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Her face was ashen; her eyes wide with disbelief. …