Can I include disaster recovery protocols for trust-owned assets?
Navigating the complexities of estate planning often extends beyond simply designating beneficiaries and distributing assets; it necessitates considering the unforeseen—natural …
Can I require annual performance reviews of trust asset managers?
As a beneficiary or trustee of a trust, ensuring the diligent management of assets is paramount, and the question of …
Can I plan for my estate to support refugee resettlement or migration efforts?
Absolutely, estate planning offers a powerful avenue to direct your resources towards causes you care about, including supporting refugee resettlement …
Can a special needs trust support group housing arrangements?
The question of whether a special needs trust can support group housing arrangements is complex, but generally, yes, with careful …
Can a testamentary trust be used to support aging parents?
A testamentary trust, established through a will and taking effect after death, can indeed be a powerful tool to support …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals—attorneys, financial advisors, accountants, and others—is complex, …
Can a bypass trust provide funding to digitize family photos and records?
The question of whether a bypass trust can fund projects like digitizing family photos and records is a common one, …
Why is it essential to have a trust set up?
The flickering candlelight danced across Sarah’s worried face as she clutched her grandfather’s handwritten will. It was a simple document, …
How Can I Protect My Digital Assets After I’m Gone?
The cursor blinked relentlessly, mocking Sarah as she stared at the screen. Her grandfather, a renowned photographer, had passed away …
Who is best equipped to handle estate planning?
The phone rang sharply, shattering the morning quiet. A frantic voice on the other end spoke of a recently deceased …