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Wildomar Estate Planning

Can a charitable remainder trust last for a set number of years instead of for life?

June 4, 2025 by admin

Yes, a charitable remainder trust (CRT) can absolutely be structured with a term of years, offering flexibility beyond the traditional …

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Can I create a testamentary trust that becomes irrevocable after my death?

June 4, 2025 by admin

Yes, you absolutely can create a testamentary trust that transitions into an irrevocable trust after your passing, and it’s a …

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Can a trust support social media content moderation for the beneficiary?

June 4, 2025 by admin

The question of whether a trust can support social media content moderation for a beneficiary is increasingly relevant in our …

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What’s a business trust versus a living trust?

June 4, 2025 by admin

Business trusts and living trusts are both powerful estate planning tools, yet they serve distinctly different purposes and operate under …

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Can a CRT use beneficiary data to improve charitable targeting?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …

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