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Wildomar Estate Planning

Can a CRT be used to contribute to a pooled income fund?

June 6, 2025 by admin

Yes, a Charitable Remainder Trust (CRT) can indeed be used to contribute to a pooled income fund (PIF), creating a …

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Are distributions reported to the IRS?

June 6, 2025 by admin

Yes, distributions from trusts and estates are generally reported to the IRS, ensuring transparency and proper tax compliance. This reporting …

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Can a testamentary trust be used to control asset distribution?

June 6, 2025 by admin

A testamentary trust, created within a will, is a powerful tool for dictating *when* and *how* your assets are distributed …

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Can a trust help pay for disability-inclusive financial education?

June 6, 2025 by admin

Financial literacy is crucial for everyone, but individuals with disabilities often face unique challenges in accessing effective and inclusive financial …

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Can a bypass trust support tenant housing for non-beneficiary caregivers?

June 6, 2025 by admin

The question of whether a bypass trust can support tenant housing for non-beneficiary caregivers is complex, involving nuanced estate planning …

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Recent Posts

  • Do beneficiaries pay taxes on distributions from the trust?
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