Can I plan for preservation of digital family albums?
In today’s world, precious family memories are increasingly stored digitally—photos, videos, and documents reside on smartphones, computers, and cloud services. …
San Diego County
Can I plan for federal gift taxes through estate planning?
The question of federal gift taxes often arises within the broader context of estate planning, and for good reason. While …
Can I place limitations on asset withdrawal methods?
The question of whether you can place limitations on asset withdrawal methods within a trust is a common one for …
Can I place a portion of the trust in a socially responsible fund?
The question of aligning your trust’s investments with your values – specifically through socially responsible investing (SRI) or environmental, social, …
Can I Penalize Inactivity or Idleness with Distribution Delays?
The question of whether a trustee, like Steve Bliss of an Estate Planning Attorney in San Diego, can penalize beneficiaries …
Can I offer financial match programs for philanthropic initiatives?
The question of implementing financial match programs for philanthropic endeavors is becoming increasingly popular among individuals and families with substantial …
Can I name my children as co-beneficiaries with my spouse?
The question of naming children as co-beneficiaries alongside a spouse in estate planning, particularly within a trust, is a common …