Can a bypass trust cover the costs of legacy planning retreats for beneficiaries?
The question of whether a bypass trust can cover the costs of legacy planning retreats for beneficiaries is a nuanced …
Can I appoint different people to manage my finances and my healthcare?
Absolutely, you can, and often it’s a very wise decision to do so, allowing you to leverage the unique strengths …
Can I exclude certain heirs from bypass trust benefits?
The question of excluding specific heirs from the benefits of a bypass trust, also known as a credit shelter trust …
Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust can cover the costs of virtual retreats is a nuanced one, hinging …
Can I make legacy projects part of the inheritance process?
The idea of leaving more than just financial assets—leaving a piece of oneself, a continuing impact—is becoming increasingly popular, and …
Can I divide my estate by need rather than equally?
The question of whether you can divide your estate based on the needs of your beneficiaries, rather than equally, is …
Can I establish a charitable remainder trust in my will?
Establishing a charitable remainder trust (CRT) directly within your will is not possible; CRTs require current, living assets to function, …
Can a special needs trust own a car?
Yes, a special needs trust can absolutely own a car, but it requires careful consideration and adherence to specific rules …
Can a bypass trust include biometric security for accessing trust documentation?
The question of integrating biometric security into access controls for bypass trust documentation is increasingly relevant in a digital age, …
Can I create a trust that changes based on life events?
The short answer is a resounding yes, you absolutely can create a trust that adapts to life’s inevitable changes, and …