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Escondido Estate Planning

Can I include legacy media projects, like books or documentaries, in the trust?

June 5, 2025 by admin

Absolutely, legacy media projects such as books, documentaries, music, or any form of intellectual property can and often *should* be …

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Can I require a trustee to invest in bonds over stocks?

June 5, 2025 by admin

As a beneficiary or grantor of a trust, the question of directing a trustee’s investment strategy often arises, particularly regarding …

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How do I update a testamentary trust?

June 5, 2025 by admin

A testamentary trust, created within a will, offers a structured way to manage assets after your passing, but life changes …

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Can I restrict trust purchases to avoid unethical supply chains?

June 5, 2025 by admin

The question of aligning your trust’s investments with ethical considerations, specifically avoiding unethical supply chains, is increasingly relevant for conscientious …

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Should I put my bank accounts in a trust?

June 5, 2025 by admin

The question of whether to transfer ownership of bank accounts into a trust is a frequent one for those engaging …

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  • Can I include legacy media projects, like books or documentaries, in the trust?

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