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Wildomar Estate Planning

What is a special needs testamentary trust?

June 8, 2025 by admin

A special needs testamentary trust is a legal arrangement created within a will to provide for a beneficiary with disabilities …

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How long can an irrevocable trust last?

June 8, 2025 by admin

Irrevocable trusts, frequently utilized by estate planning attorney Steve Bliss in Wildomar, are powerful tools for asset protection and estate …

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Can I include online banking credentials in estate documents securely?

June 8, 2025 by admin

The question of whether to include online banking credentials in estate documents is a frequently asked one, and the short …

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Can beneficiaries receive trust income before probate ends?

June 8, 2025 by admin

The question of whether beneficiaries can receive trust income before the probate process concludes is a common one, and the …

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Can I allow AI-based financial advisors to be consulted by the trustee?

June 8, 2025 by admin

The increasing sophistication of artificial intelligence presents novel questions for estate planning, particularly regarding the role of AI-based financial advisors …

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Recent Posts

  • Can a trust provide capital for home purchases?
  • Can the trust mandate age-specific needs assessments?
  • Can I set up a family council to manage collective inherited wealth?

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