Where can I get expert feedback on my trust from a trust attorney?
The manila envelope sat heavy on Martha’s kitchen table, its contents a source of mounting anxiety. Inside were documents outlining …
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Can I create a financial safety net for future generations?
The desire to provide for loved ones extends far beyond our lifetimes, and establishing a financial safety net for future …
Can I create a charitable lead testamentary trust?
Absolutely, creating a charitable lead testamentary trust (CLTT) is a viable estate planning strategy, particularly for individuals who wish to …
Can I coordinate a special needs trust with my overall estate plan?
Absolutely, coordinating a special needs trust with your overall estate plan is not only possible but often crucial for families …
Can I consolidate my assets into one trust?
The question of whether you can consolidate your assets into one trust is a common one for individuals beginning the …
Can I combine a testamentary trust with a living trust plan?
The short answer is absolutely, and often it’s a very strategic move for comprehensive estate planning. Many individuals in San …
Can I choose an executor who lives in a different country?
The question of whether you can appoint an executor who resides in a different country is a common one for …
Can I change beneficiaries on retirement accounts through my estate plan?
The question of whether you can alter retirement account beneficiaries via your estate plan is a common one, and the …
Can I assign family members specific roles in charitable efforts funded by my estate?
The question of assigning specific roles to family members in charitable efforts funded by an estate is a common one, …
Can I assign different investment strategies to different testamentary trusts?
The question of whether you can assign different investment strategies to different testamentary trusts is a common one, and the …