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 …
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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 …
Can I revoke a testamentary trust by writing a new will?
Yes, you can generally revoke a testamentary trust by writing a new will, but it’s not always as simple as …
Can I designate a third-party monitor to oversee the trust’s adherence to values?
The question of appointing a third-party monitor to ensure a trust aligns with specific values is gaining traction, particularly as …
Can I limit funding for political activity via a testamentary trust?
The question of whether one can limit funding for political activity via a testamentary trust is a complex one, touching …
Can I establish progressive distribution schedules based on social impact?
The concept of structuring trust distributions based on a beneficiary’s demonstrated commitment to social impact is gaining traction, and yes, …
Can I ensure my child’s inheritance doesn’t affect their student aid eligibility?
Navigating the complexities of estate planning while simultaneously considering your child’s future financial aid prospects requires careful consideration and strategic …
How Can I Ensure My Assets are Distributed According to My Wishes After I’m Gone?
The clock ticked relentlessly, each second a hammer blow against Michael’s chest. His father had passed away unexpectedly, leaving behind …