Can I require a trustee succession plan within the trust document?
Estate planning, especially concerning trusts, is about foresight and control—ensuring your wishes are carried out seamlessly, even after you’re gone. …
Can I require a quarterly financial summary shared with a family advisor?
The question of sharing financial summaries with a family advisor, particularly on a quarterly basis, is a common one for …
Can I require a debt-free certification from heirs for full access?
The question of whether you can require a debt-free certification from heirs before granting them full access to assets within …
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For example, you cannot add any real estate to the list or other forms of intangible property such as:-Money (this …