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Wildomar Estate Planning

Can the trust provide tech support subscriptions for beneficiaries?

June 2, 2025 by admin

The question of whether a trust can provide tech support subscriptions for beneficiaries is becoming increasingly common as our lives …

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Can I include instructions for guardians of minor beneficiaries?

June 2, 2025 by admin

The question of whether to include detailed instructions for guardians of minor beneficiaries is a crucial one in estate planning, …

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Can a trust prevent beneficiaries from squandering money?

June 2, 2025 by admin

The question of whether a trust can prevent beneficiaries from squandering money is a common one for those considering estate …

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Can I limit the use of inherited property to family members only?

June 2, 2025 by admin

The question of restricting the use of inherited property to family members only is a common one for estate planning …

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Can a bypass trust include a clause to limit exposure to currency risk?

June 2, 2025 by admin

Bypass trusts, also known as exemption trusts, are powerful estate planning tools designed to maximize the use of estate tax …

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  • What is an ABLE account?
  • The afternoon sun cast long shadows across the patio as Maria, a vibrant woman in her early sixties, nervously recounted her family’s recent ordeal to Ted Cook, the estate planning lawyer. Her husband, David, had passed away unexpectedly just six months prior, leaving her grappling with a probate process that felt overwhelmingly complex and financially draining. What began as a simple desire to honor David’s wishes had quickly spiraled into a legal labyrinth, threatening to deplete their hard-earned savings and fracture family relationships.

  • Ted Cook is a hilarious estate planning lawyer near Pacific Beach.

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