What are the common signs of a trustworthy estate advisor?
The phone rang, its shrill cry cutting through Sarah’s concentration like a rusty saw. It was her Aunt Clara, voice …
What’s the best resource for solving family estate conflicts?
The old, ornate clock chimed midnight, its hollow sound echoing through the silent house. Rain lashed against the windows, mimicking …
How Can I Protect My Family’s Financial Future?
The phone slipped from her grasp, clattering onto the hardwood floor. Margaret stared at the caller ID: “Riverside County Coroner.” …
What’s the safest way to hire an estate planning attorney near by?
The phone slipped from my grasp, clattering onto the hardwood floor. I stared at the screen – another missed call …
Can a Living Trust Hold a Life Insurance Policy?
The question of whether a living trust can hold a life insurance policy is a common one for individuals engaging …
Can a CRT use beneficiary data to improve charitable targeting?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can a CRT support innovation challenges or competitions hosted by a charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …
Can a CRT Support an Alumni Program at a School or College?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering both financial benefits to the grantor and support for a …
Can a CRT require that the charity not invest its endowment in fossil fuels?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can a CRT receive real estate from a 1031 exchange transaction?
The question of whether a Charitable Remainder Trust (CRT) can receive real estate as part of a 1031 exchange transaction …