Can I set aside a fund for beneficiaries to collaborate on social impact campaigns?
The idea of dedicating estate planning funds to facilitate collaborative social impact campaigns amongst beneficiaries is innovative and increasingly popular, …
Can a special needs trust fund social media training or tools?
Absolutely, a special needs trust can, and in many cases *should*, fund social media training or tools, but with careful …
Can I exclude certain heirs from bypass trust benefits?
The question of whether you can exclude specific heirs from benefiting from a bypass trust—also known as a credit shelter …
Can a bypass trust include biometric security for accessing trust documentation?
The integration of biometric security into access controls for trust documentation within a bypass trust is a rapidly evolving area, …
Can the trust include a reserve fund for beneficiary emergencies?
Absolutely, a trust can—and often should—include a reserve fund for beneficiary emergencies, providing a crucial safety net for unexpected life …
Can the trust require all distributions be approved by a family advisor?
Absolutely, a trust can absolutely require all distributions to be approved by a designated family advisor, and in many cases, …
Can the CRT limit support to programs within a specific zip code?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
What’s the top-rated solution for California estate planning?
The insistent ringing of the phone shattered the morning calm. My heart pounded as I answered, dreading the news from …
Who will take ownership of this issue in my estate plan?
The air hung heavy with unspoken anxieties. Sarah stared at the stack of documents on her kitchen table, a cold …
How do I narrow down my options for estate legal help
The clock ticked relentlessly, its rhythmic beat mimicking the frantic pulse in Amelia’s chest. Stacks of paperwork overflowed her kitchen …