Can a CRT integrate with fintech tools for monitoring performance?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, but their performance monitoring traditionally lagged behind modern financial technology. While …
Escondido Estate Planning
Can I assign trustees with limited investment powers?
Absolutely, you can assign trustees with limited investment powers, and it’s a frequently utilized strategy in estate planning to balance …
Can a special needs trust fund home modifications?
Navigating the financial landscape for a loved one with special needs often involves complex considerations, and a frequently asked question …
Can I change the charitable remainder recipient if needed?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool, offering potential tax benefits while supporting a cause …
Can I structure the trust to make impact-based distributions only?
Yes, you absolutely can structure a trust to make impact-based distributions, aligning your wealth with your values and creating a …