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Wildomar Estate Planning

Is a trust better than joint tenancy for real estate?

June 4, 2025 by admin

The question of whether a trust or joint tenancy is better for holding real estate is a common one for …

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Are there tax benefits to using a testamentary trust?

June 4, 2025 by admin

Testamentary trusts, established within a will and taking effect after death, offer a unique set of potential tax benefits, though …

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Can the trust continue if one beneficiary passes away?

June 4, 2025 by admin

Yes, the continuation of a trust after the passing of a beneficiary is a common concern and the answer is …

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Are testamentary trusts appropriate for young adult beneficiaries?

June 4, 2025 by admin

Testamentary trusts, established through a will and coming into effect after death, can be surprisingly beneficial for young adult beneficiaries, …

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Can I prohibit trust-purchased items from being resold within a time window?

June 4, 2025 by admin

The question of restricting the resale of assets held within a trust is a common one, and the answer is …

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