What’s the simplest way to address issues with an estate planning attorney near by
My hands trembled as I reread the email. “Insufficient documentation for beneficiary designation,” it stated plainly. Panic tightened my chest. …
Can I use a testamentary trust for a child with disabilities?
Testamentary trusts offer a powerful estate planning tool, particularly when considering the long-term care of a child with disabilities, allowing …
How do I clean up a situation involving estate planning documents near me?
The old, yellowed document sat on my desk like a ticking time bomb. My grandmother had passed away a few …
Can the trust buy or sell assets on its own?
A revocable living trust, while a powerful estate planning tool, doesn’t operate with independent agency; it functions through its trustee. …
Who should hold copies of my estate plan?
The manila envelope sat on Martha’s desk, untouched for years. It contained her meticulously crafted estate plan, a testament to …
Can I create a beneficiary onboarding process before any distribution?
The question of whether you can—and should—create a beneficiary onboarding process before any distribution from a trust is increasingly relevant, …
Can I condition real estate usage on compliance with environmental regulations?
The question of whether you can condition real estate usage on compliance with environmental regulations is becoming increasingly prevalent, particularly …
Can I combine a CRT with a charitable LLC or family office strategy?
Combining a Charitable Remainder Trust (CRT) with a charitable LLC or a family office strategy is an increasingly popular advanced …
Can I choose a foreign charity as a remainder beneficiary?
The question of naming a foreign charity as a remainder beneficiary in a trust, particularly within the framework of estate …
Can I change an irrevocable trust after it’s created?
The very nature of an irrevocable trust implies a lack of flexibility, and generally, the answer is no, you cannot …