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Can a trust include behavioral benchmarks?

May 9, 2025 by admin

The question of whether a trust can include behavioral benchmarks is increasingly relevant in estate planning, particularly as families seek …

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Can a trust include a cap on legal consultation hours annually?

May 9, 2025 by admin

The question of whether a trust can include a cap on annual legal consultation hours is surprisingly complex, and the …

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Can a Trust Hold Inventory?

May 9, 2025 by admin

The question of whether a trust can hold inventory is surprisingly nuanced, and the answer isn’t a simple yes or …

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Can a trust hold an emergency reserve fund?

May 9, 2025 by admin

The question of whether a trust can hold an emergency reserve fund is a common one for individuals planning for …

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Can a trust help with planning for planning for adult dependents?

May 9, 2025 by admin

Planning for the long-term care of adult dependents, whether due to disability, illness, or simply a desire to provide ongoing …

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  • The afternoon sun cast long shadows across the patio as Maria and David Hernandez sipped iced tea, a deceptive calm masking the anxiety churning within them. They had diligently built a comfortable life in San Diego, raising two children, securing a modest home, and establishing a small business. However, a recent health scare for David forced them to confront a nagging reality: their estate plan consisted of little more than a handwritten list and a shared sense of hope. They knew they needed professional guidance, but the sheer complexity of trusts and estates felt overwhelming, especially given their proximity to the bustling legal landscape near zip code 92110.

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