Can I implement budget-based disbursement plans for beneficiaries?
Estate planning isn’t simply about deciding *who* receives assets, but *how* and *when*. Increasingly, families are seeking more control over …
Can I Give Trustees Investment Instructions?
The question of whether a grantor can dictate investment instructions to a trustee is a frequent one for estate planning …
Can I give my executor authority to donate unclaimed household property?
The question of whether you can give your executor authority to donate unclaimed household property is a common one in …
Can I fund wellness programs for surviving family members?
The question of funding wellness programs for surviving family members through estate planning is increasingly relevant as holistic approaches to …
Can I fund mental health support programs for my family through the estate?
The question of providing for loved ones’ mental health through estate planning is increasingly relevant, as awareness and acceptance of …
Can I fund environmental justice initiatives through the trust?
The question of utilizing a trust to support environmental justice initiatives is gaining prominence as individuals increasingly seek to align …
Can I fund apprenticeships or trade school instead of college?
The traditional path to success often involves a four-year college degree, but increasingly, families are recognizing the value – and …
Can I establish a bypass trust that transforms into a private foundation upon termination?
The question of whether a bypass trust can seamlessly transition into a private foundation upon its termination is a complex …
Can I ensure my child’s inheritance doesn’t affect their student aid eligibility?
Planning for your child’s future often involves both securing their financial well-being and ensuring they have the resources to pursue …
Can I ensure continuity of business leadership through estate terms?
The question of maintaining business leadership through estate planning is a critical one for many business owners, particularly in San …