Can I appoint a healthcare proxy without a power of attorney?
Yes, you absolutely can appoint a healthcare proxy without also having a power of attorney, though it’s often advisable to …
Escondido Estate Planning
Is the trust required to file its own tax return?
The question of whether a trust needs to file its own tax return is a common one, and the answer …
Can I set limits on how the surviving spouse may use trust income?
Establishing a trust is a powerful tool for estate planning, allowing you to dictate not only how your assets are …
What is the process to modify an irrevocable trust through court?
Irrevocable trusts, by their very nature, are designed to be resistant to change, offering asset protection and potential tax benefits; …
Can I tie estate-supported housing to family care commitments?
The intersection of estate planning and family care, particularly regarding housing, is a growing concern for many families, and yes, …