Can I include restrictions preventing political lobbying with CRT remainder funds?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
admin
Can a special needs trust provide incentives for healthy eating habits?
Yes, a special needs trust (SNT) can absolutely be structured to incentivize healthy eating habits for a beneficiary with special …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is a …
Can a testamentary trust define financial independence criteria?
Absolutely, a testamentary trust can, and often *should*, define financial independence criteria for its beneficiaries, providing a roadmap for responsible …
Can a special needs trust provide incentives for healthy eating habits?
Absolutely, a special needs trust can be creatively structured to encourage and reward healthy eating habits for a beneficiary with …
Who Should Be Contacted First About Legal Estate Issues?
The phone buzzed insistently, jarring me awake in the pre-dawn stillness. It was Aunt Millie’s lawyer. Her voice trembled as …
Can a testamentary trust define financial independence criteria?
A testamentary trust, created within a will and taking effect after death, absolutely can and often *should* define financial independence …
Can I change the income beneficiary after the trust is established?
The ability to change an income beneficiary after a trust is established depends heavily on the type of trust created …
How do I separate hype from real quality when choosing an estate planning attorney near by
The phone slipped from my sweaty hand, clattering against the hardwood floor. My grandmother’s voice echoed in my mind, “You …
Can I change the income beneficiary after the trust is established?
The flexibility to alter beneficiaries after a trust’s creation hinges significantly on the trust’s original terms and the type of …