Can a CRT benefit a religious order or mission-based community?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to support their favorite charities while retaining income …
Can a trust be used in prenuptial planning?
Absolutely, a trust can be a remarkably effective component of prenuptial planning, offering a layer of asset protection and control …
Can a special needs trust pay for benefits application coaching?
Navigating the world of government benefits for individuals with special needs is often complex, and the question of whether a …
Can the trust support financing of an electric wheelchair upgrade?
Navigating the financial aspects of healthcare needs, particularly for durable medical equipment like an electric wheelchair upgrade, often leads individuals …
Can a bypass trust own out-of-state property?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely own out-of-state property, …
Can a CRT benefit a religious order or mission-based community?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and yes, they absolutely can – and often do – benefit …
Can I fund a time capsule or archive project through the estate?
The idea of preserving memories and values for future generations is a powerful one, and many clients ask if they …
Can a special needs trust pay for benefits application coaching?
Navigating the world of government benefits for individuals with special needs is incredibly complex, and the question of whether a …
Can a bypass trust be tied to a family governance agreement?
The integration of a bypass trust with a family governance agreement is not only possible but often a strategically sound …
Can I plan for heir travel costs to attend my funeral?
Yes, it is absolutely possible to plan for and even fund heir travel costs to attend your funeral or memorial …