The desire to provide for loved ones extends far beyond our lifetimes, and establishing a financial safety net for future …
Absolutely, creating a charitable lead testamentary trust (CLTT) is a viable estate planning strategy, particularly for individuals who wish to …
Absolutely, coordinating a special needs trust with your overall estate plan is not only possible but often crucial for families …
The question of whether you can consolidate your assets into one trust is a common one for individuals beginning the …
The short answer is absolutely, and often it’s a very strategic move for comprehensive estate planning. Many individuals in San …
The question of whether you can appoint an executor who resides in a different country is a common one for …
The question of whether you can alter retirement account beneficiaries via your estate plan is a common one, and the …
The question of assigning specific roles to family members in charitable efforts funded by an estate is a common one, …
The question of whether you can assign different investment strategies to different testamentary trusts is a common one, and the …
The question of whether you can assign co-beneficiaries on a rotating schedule within a trust is a complex one, and …