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Escondido Estate Planning

Can I use a bypass trust for philanthropic purposes after my spouse’s death?

June 8, 2025 by admin

The utilization of a bypass trust, also known as a credit shelter trust or an AB trust, can indeed be …

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Can my estate plan reward heirs who serve in the military or public service?

June 8, 2025 by admin

Absolutely, your estate plan can be specifically designed to reward heirs who dedicate their lives to military or public service, …

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Can the trust provide loans to family-owned startups with board approval?

June 8, 2025 by admin

The question of whether a trust can provide loans to family-owned startups, even with board approval, is a surprisingly complex …

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Can I use an irrevocable trust to support lifelong education?

June 8, 2025 by admin

Establishing an irrevocable trust to fund lifelong education is a sophisticated estate planning strategy, offering both financial benefits and a …

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Can a bypass trust allow for inflation-adjusted distributions?

June 8, 2025 by admin

The question of whether a bypass trust—also known as a credit shelter trust or an A-B trust—can provide for inflation-adjusted …

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  • What is the best way to protect your family and assets through a comprehensive estate plan?
  • Sarah and David, a couple residing in a charming neighborhood of San Diego, always believed they had plenty of time to address estate planning. They were in their early forties, with two young children, a comfortable home, and burgeoning careers. However, a sudden, unexpected illness struck David, forcing Sarah to confront the reality that life’s plans can change in an instant. Overwhelmed with medical bills, childcare responsibilities, and grief, Sarah quickly discovered that David’s lack of a comprehensive estate plan had created a complex web of legal and financial challenges, leaving their family vulnerable and uncertain about the future.

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