How do I minimize damage from poor estate documentation?
The worn leather of his grandfather’s journal felt cold beneath Michael’s fingertips. He traced the faded ink, a lifetime of …
Can I create behavioral profiles to tailor beneficiary access?
The question of tailoring beneficiary access based on behavioral profiles is increasingly relevant in modern estate planning, particularly concerning trusts. …
Can I create an estate plan if I have significant debt?
The question of whether one can create an estate plan while carrying significant debt is a common concern for many …
Can I create a trust that changes based on life events?
The concept of a trust that adapts to life’s ever-changing circumstances is not merely possible, but increasingly common and strategically …
Can I create a trust for my spouse and me jointly?
Joint trusts, often referred to as marital or couple’s trusts, are a common and effective estate planning tool for spouses. …
Can I create a testamentary trust for non-family members?
The question of whether you can establish a testamentary trust for individuals outside your immediate family is a common one, …
Can I create a special needs trust through my will?
The question of whether you can establish a special needs trust (SNT) through your will is a common one for …
Can I create a rule that penalizes trust misuse with reduced access?
The question of whether you can create a rule that penalizes trust misuse with reduced access is a complex one, …
Can I cap the trust’s exposure to any one investment sector?
Absolutely, you can, and in many cases, should cap a trust’s exposure to any single investment sector. As a San …
Can I cap how much a trustee can earn from third-party referrals?
The question of whether you can cap a trustee’s earnings from third-party referrals is a nuanced one, deeply rooted in …