Can I link inheritance to child-rearing practices or family engagement?
The question of whether inheritance should be linked to child-rearing practices or family engagement is complex, touching on legal, ethical, …
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Can a revocable trust own a checking account?
Yes, a revocable trust can absolutely own a checking account, and in fact, it’s a crucial part of properly funding …
Can I mandate heirs meet annually in-person or virtually?
The question of whether you can mandate annual meetings of your heirs, whether in person or virtually, within your estate …
Can I set timelines for reinvestment of passive income?
The question of whether you can set timelines for reinvestment of passive income is a vital one for those seeking …
Can a CRT be used to offset income spikes from selling rental property?
Charitable Remainder Trusts (CRTs) can be a sophisticated tool to potentially offset income spikes resulting from the sale of rental …
Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is an intriguing one, raising questions about the …
Can a bypass trust be dissolved early if no longer needed?
Bypass trusts, also known as credit shelter trusts, are powerful estate planning tools designed to utilize the federal estate tax …
Can I include a clause that provides heirs with mental health support?
The question of providing for the mental wellbeing of heirs within an estate plan is gaining traction as awareness of …
Can funds be allocated to maintain burial sites or cultural landmarks?
Yes, funds absolutely can, and often are, allocated to maintain burial sites and cultural landmarks, a practice deeply rooted in …
How do I file a request for trust updates near by?
The old, worn leather-bound journal lay open on the antique desk. Dust motes danced in the afternoon sunbeams streaming through …