What’s the proper procedure for updating a will near by?
The flickering candlelight danced across the worn pages, casting long shadows on the cluttered desk. John nervously tapped his pen …
Can I name different trustees for different types of assets?
The question of whether you can name different trustees for different types of assets is a common one, and the …
Can a bypass trust require a beneficiary to attend counseling before receiving funds?
The question of whether a bypass trust can require a beneficiary to attend counseling before receiving funds is complex, hinging …
Can the trust pay for performance-based bonuses to caregivers?
Navigating the complexities of trust administration often brings up unique questions, and the possibility of compensating caregivers through performance-based bonuses …
Can the trust help the beneficiary establish credit?
Establishing credit can be a significant hurdle for many, particularly for those new to the financial system or those who …
Can I reward entrepreneurial activity through trust incentives?
The question of incentivizing entrepreneurial spirit within a trust is increasingly relevant as wealth transfer strategies evolve, and as families …
Can a testamentary trust require heir participation in financial coaching?
The question of whether a testamentary trust can mandate heir participation in financial coaching is becoming increasingly common as estate …
Can a testamentary trust provide for home maintenance or repair?
The question of whether a testamentary trust can provide for home maintenance or repair is a common one for estate …
Can a testamentary trust prevent use of funds for litigation against family?
The question of whether a testamentary trust can effectively prevent the use of funds for litigation against family members is …
Can a Testamentary Trust Pay for Funeral Expenses?
The question of whether a testamentary trust can cover funeral expenses is a common one for those planning their estate, …