What’s the most reliable way to handle probate nearby?
The old, yellowed envelope lay on my desk, a stark reminder of responsibilities left unattended. My Aunt Martha had passed …
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Can I prevent a bypass trust from investing in non-diversified funds?
The question of controlling investment choices within a bypass trust, specifically preventing investment in non-diversified funds, is a critical one …
Can I plan for sudden incapacitation due to injury or illness?
The thought of sudden incapacitation—whether from a debilitating injury or a severe illness—is unsettling, but proactive planning is essential for …
Can I plan for inheritance of non-titled property like tools or musical instruments?
Estate planning often conjures images of large assets like real estate, stocks, and bank accounts, but a significant portion of …
Can I plan for business succession in my estate plan?
Absolutely, planning for business succession is not only possible within your estate plan, but it’s often crucial for the continued …
Can I place intellectual property rights into a testamentary trust?
The question of whether you can place intellectual property (IP) rights into a testamentary trust is a complex one, increasingly …
Can I place a pet trust within an irrevocable trust?
The question of whether one can establish a pet trust within an irrevocable trust is a common one for animal …
Can I outline specific health criteria for accessing healthcare trusts?
The question of whether you can outline specific health criteria for accessing healthcare trusts is a frequent one for estate …
Can I name a family council to advise the trustee?
The concept of a family council advising a trustee is becoming increasingly popular, particularly in complex estate planning scenarios involving …
Can I name a backup trustee for the CRT?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …