Can I support estate-based incubators for ethical startups?
The idea of utilizing estate funds to nurture ethical startups is gaining traction, fueled by a desire to align wealth …
Escondido Estate Planning
Can I assign family members specific roles in charitable efforts funded by my estate?
The desire to continue philanthropic endeavors after one’s passing is admirable, and increasingly common, with a reported 38% of high-net-worth …
Can I require startup proposals before unlocking business-related inheritance?
The question of conditioning an inheritance, especially one tied to a business, on the submission and approval of startup proposals …
Can a trust automatically adjust for inflation in distributions?
The ability of a trust to automatically adjust for inflation in distributions is a common concern for those planning for …
Can I require heirs to meet with family historians before inheriting?
The desire to preserve family history and values is a powerful one, and many clients ask if it’s possible to …