What’s the smartest way to hire an estate planning lawyer
The clock ticked relentlessly, each second a grain of sand slipping away from old Mr. Abernathy’s grasp. He’d put it …
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What’s the best way to contain a problem with a trust?
The antique clock ticked, each swing a metronome counting down the dwindling hours. Old Man Hemlock, a pillar of the …
Can a bypass trust require a beneficiary to attend counseling before receiving funds?
The question of whether a bypass trust—also known as a credit shelter trust—can require a beneficiary to attend counseling before …
Can I use the trust to fund psychological assessments for legacy planning?
The question of whether a trust can fund psychological assessments for legacy planning is increasingly relevant as estate planning evolves …
How does an irrevocable trust help with Medicaid planning?
Navigating the complexities of long-term care costs is a significant concern for many Americans, and Medicaid, while a vital resource, …
Can I specify who receives sentimental personal property?
The question of distributing sentimental personal property is a common one in estate planning, and the answer is a resounding …
Can I require trustee reports be submitted to an attorney annually?
Yes, you absolutely can, and often it’s a very prudent practice to request annual reports from a trustee, delivered directly …
Are distributions from the trust taxable to beneficiaries?
The question of whether distributions from a trust are taxable to beneficiaries is a common one, and the answer, unsurprisingly, …
Can I link trust access to wellness or health screenings?
The question of linking trust access to wellness or health screenings is gaining traction as individuals proactively plan for potential …
Can I include career coaching as part of trust benefits?
The question of incorporating career coaching as a benefit within a trust is increasingly relevant as estate planning evolves beyond …