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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 …