What is the best way to protect your assets and ensure your wishes are honored through a comprehensive estate plan?
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Point Loma Estate Planning Law
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Can a CRT integrate with fintech tools for monitoring performance?
Certainly, a Charitable Remainder Trust (CRT) can and increasingly *does* integrate with fintech tools for enhanced performance monitoring, offering a …
Can I assign trustees with limited investment powers?
The question of whether you can assign trustees with limited investment powers is a common one in estate planning, and …
Can I put family heirlooms in the trust with instructions?
Yes, you absolutely can, and often should, include family heirlooms within your trust, complete with detailed instructions for their distribution …
Can I use the trust to promote environmental or ethical values?
Absolutely, a trust can be a powerful tool to promote environmental or ethical values, extending your legacy beyond mere financial …
Can a trust include a clause for intergenerational co-housing support?
Absolutely, a trust can, and increasingly *should*, include a clause for intergenerational co-housing support, reflecting a growing desire for family …
Can I receive an upfront tax deduction before funding the CRT?
The question of whether you can receive an upfront tax deduction before funding a Charitable Remainder Trust (CRT) is a …