Can I change the charitable remainder recipient if needed?
Establishing a Charitable Remainder Trust (CRT) is a powerful estate planning tool allowing individuals to donate assets to charity while …
How do I plan legally for long-term care expenses?
The phone call came at 3:17 pm, a jarring interruption to my afternoon meeting. It was my mother, her voice …
What’s the Cost of Resolving Problems With a Trust?
The air in the room crackled with tension. Martha clutched the worn document, her knuckles bone white. “This doesn’t make …
How do I narrow down my options for estate planning lawyer near me?
The phone slipped from my sweaty grasp, clattering onto the hardwood floor. My heart pounded against my ribs like a …
How Can A Trust Protect My Assets From Creditors?
The phone rang, jarring me awake. It was my brother, his voice frantic. “They’re coming after everything,” he choked out, …
What’s the industry standard for selecting a probate attorney?
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …
Can I require approval from an ethics board for high-risk investments?
The question of whether one can – or should – require approval from an ethics board for high-risk investments is …
Can I require annual reviews of the trust?
The question of whether you can require annual reviews of a trust is a common one for individuals establishing or …
Can I require annual beneficiary meetings as a condition for distributions?
The question of whether you can require annual beneficiary meetings as a condition for distributions from a trust is a …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals – attorneys, financial advisors, CPAs, and …