Can a CRT fund be managed as a socially responsible investment portfolio?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while receiving an income …
Temecula Estate Planning
Who handles urgent issues with legal documents for death or incapacity?
My phone buzzed incessantly on the table, each vibration sending a fresh wave of anxiety through me. I was staring …
Who should I follow up with regarding unfiled probate documents?
The dusty box sat in the corner, untouched for years. Inside, yellowed papers whispered of a life gone by – …
What can I do on my own to fix an issue before hiring an estate planning attorney near me?
The worn leather of my grandfather’s journal felt cool beneath my fingertips. Dust motes danced in the single ray of …
Where can I check the status of my estate planning fix near by
The insistent buzzing of my phone jolted me awake. My hand fumbled for the device, squinting at the harsh light …
How do I eliminate the risk of problems with an estate planning attorney near me?
The phone slipped from my clammy hand, clattering onto the hardwood floor. Tears welled in my eyes as I reread …