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Escondido Estate Planning

Can I fund apprenticeships instead of formal education?

June 8, 2025 by admin

The rising cost of traditional four-year college degrees has prompted many to explore alternative pathways to career success, and funding …

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Can I exclude individuals from receiving benefits if they contest the trust?

June 8, 2025 by admin

The question of whether you can exclude individuals from receiving benefits if they contest a trust is a common concern …

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Can a trust distribute assets in-kind?

June 8, 2025 by admin

Yes, a trust can absolutely distribute assets in-kind, meaning it can transfer ownership of specific property—like real estate, stocks, or …

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Can I protect against estate taxes in both my state and federally?

June 8, 2025 by admin

Estate taxes, both at the state and federal levels, can significantly diminish the wealth passed on to your heirs, making …

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Can I include performance benchmarks for trust investments?

June 8, 2025 by admin

Establishing a trust is a significant step in securing your financial future and ensuring your assets are distributed according to …

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Recent Posts

  • Can I fund apprenticeships instead of formal education?
  • Can I exclude individuals from receiving benefits if they contest the trust?
  • Can a trust distribute assets in-kind?

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