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Wildomar Estate Planning

How does a testamentary trust treat capital gains distributions?

May 31, 2025 by admin

A testamentary trust, created through a will and taking effect after death, handles capital gains distributions with specific rules differing …

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What happens to debts in a trust upon death?

May 31, 2025 by admin

Upon the death of the grantor, the fate of debts held within a trust isn’t a simple yes or no …

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How do I leave money for a minor child?

May 31, 2025 by admin

Leaving financial resources for a minor child is a thoughtful act, but requires careful planning to ensure those funds are …

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Can the CRT cover the costs of property insurance on trust-held assets?

May 31, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but navigating their financial intricacies, specifically concerning expenses like property insurance …

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Can I create separate testamentary trusts for each of my children?

May 31, 2025 by admin

Absolutely, creating separate testamentary trusts for each of your children is not only possible but can be a very strategic …

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