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Escondido Estate Planning

Can a CRT own high-yield municipal bonds?

June 4, 2025 by admin

Collateralized Repurchase and Financing Transactions (CRTs) are complex financial instruments, and the question of whether they can own high-yield municipal …

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What’s the easiest way to update my trust every year?

June 4, 2025 by admin

Maintaining a living trust isn’t a “set it and forget it” process; life changes, and your trust needs to reflect …

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Can I require that family heirlooms be kept in trust and not sold?

June 4, 2025 by admin

The question of preserving family legacies is deeply emotional, and fortunately, estate planning tools exist to safeguard treasured possessions beyond …

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Can a special needs trust fund interactive therapeutic toys?

June 4, 2025 by admin

Navigating the financial aspects of caring for a loved one with special needs requires careful planning, and a crucial component …

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Can a parent set up a special needs trust for their child?

June 4, 2025 by admin

Yes, a parent can absolutely set up a special needs trust for their child, and it’s a remarkably common and …

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Recent Posts

  • Can a bypass trust fund a multi-generational trust after the surviving spouse passes?
  • Can a CRT own high-yield municipal bonds?
  • What’s the easiest way to update my trust every year?

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