Can I embed climate-conscious investing in my estate structure?
The question of aligning your financial legacy with your values, specifically regarding climate change, is increasingly relevant for estate planning …
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Do I need to re-notarize changes made to the trust?
The question of whether you need to re-notarize changes made to a trust is a common one, and the answer …
Can a trust subsidize caregiver backup support?
The question of whether a trust can subsidize caregiver backup support is increasingly relevant as the population ages and the …
Can I require oversight of financial behavior before disbursing major gifts?
Yes, absolutely, and it’s a surprisingly common request, and a very prudent one, particularly when dealing with substantial gifts to …
What are the duties of a successor trustee?
Becoming a successor trustee is a significant responsibility, demanding careful attention to legal and financial obligations. It’s a role many …
Can government agencies penalize the beneficiary if the trust violates rules?
The question of whether government agencies can penalize a trust beneficiary due to trust violations is complex, often dependent on …
Can estate planning protect against creditors?
Estate planning is often viewed solely through the lens of wealth transfer after death, but its protective capabilities extend far …
Can estate planning include annual reviews with a family advisor?
Estate planning is often perceived as a one-time event – drafting documents and then filing them away. However, truly comprehensive …
Can estate planning help me pass on a family business?
Successfully transitioning a family business to the next generation is a complex undertaking, often fraught with emotional and logistical challenges. …
Can estate planning help manage out-of-state property?
Estate planning is often thought of as a tool for distributing assets after one’s passing, but its reach extends far …