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Wildomar Estate Planning

Do I need a lawyer to create a testamentary trust?

June 1, 2025 by admin

A testamentary trust, established within a will, offers a powerful way to manage assets after your passing, providing continued support …

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How do I assign royalties to a trust?

June 1, 2025 by admin

Assigning royalties to a trust is a crucial step in estate planning, particularly for individuals who earn ongoing income from …

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Can I assign heirs to peer-monitoring groups for asset usage?

June 1, 2025 by admin

The concept of assigning heirs to “peer-monitoring groups” for asset usage, while unconventional, touches upon the core principles of responsible …

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Can I use estate planning to protect royalties from creative works?

June 1, 2025 by admin

Protecting intellectual property and the ongoing income it generates, like royalties from creative works, is a crucial aspect of comprehensive …

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Can a trust help pay for maintaining eligibility documentation?

June 1, 2025 by admin

Navigating the complexities of needs-based government assistance programs like Medicaid and Supplemental Security Income (SSI) often requires meticulous record-keeping and …

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