How do you choose the right trust for your specific needs?
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she stared at …
Can I designate that excess income from the trust be reinvested?
The question of reinvesting excess income from a trust is a common one for individuals establishing estate plans, particularly those …
Can I designate separate beneficiaries for different properties?
The question of whether you can designate separate beneficiaries for different properties within your estate plan is a common one, …
Can I designate different trustees for each asset class (e.g., real estate vs. securities)?
The question of whether you can designate different trustees for different asset classes within a trust is a common one …
Can I designate a third-party to monitor special needs distributions?
The question of whether you can designate a third-party to monitor special needs distributions is a common one for parents …
Can I designate a family member to serve as the CRT’s philanthropic advisor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can I designate a backup charitable beneficiary in case of institutional closure?
Planning for the future often involves charitable giving through estate planning tools like trusts. Many individuals wish to leave a …
Can I delay income payments until a pre-defined retirement year?
The question of deferring income payments until a specific retirement year is a common one, especially for individuals with substantial …
Can I create an estate plan if I have significant debt?
The question of whether one can – or should – create an estate plan while carrying significant debt is a …
Can I create a trust that includes provisions for a former spouse?
The question of whether you can include provisions for a former spouse in a trust is a common one, particularly …