Can a testamentary trust be the beneficiary of a 401(k)?
Yes, a testamentary trust can absolutely be named as the beneficiary of a 401(k), though it requires careful planning and …
Wildomar Estate Planning
Can a CRT qualify for a step-up in basis on death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their tax treatment upon the grantor’s death can be complex, …
Can a special needs trust cover ergonomic work tools for remote jobs?
Navigating the complexities of special needs trusts can be daunting, especially when considering expenses related to remote work and necessary …
Can I use a testamentary trust to delay inheritance to later generations?
A testamentary trust, created within a will, is a powerful tool for delaying inheritance and providing long-term asset management for …
Can I specify a fixed income amount from the trust?
The question of whether you can specify a fixed income amount from a trust is a common one, and the …