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 …
Estate planning isn’t simply about deciding *who* receives assets, but *how* and *when*. Increasingly, families are seeking more control over …
The question of whether a grantor can dictate investment instructions to a trustee is a frequent one for estate planning …
The question of whether you can give your executor authority to donate unclaimed household property is a common one in …
The question of funding wellness programs for surviving family members through estate planning is increasingly relevant as holistic approaches to …
The question of providing for loved ones’ mental health through estate planning is increasingly relevant, as awareness and acceptance of …
The question of utilizing a trust to support environmental justice initiatives is gaining prominence as individuals increasingly seek to align …
The traditional path to success often involves a four-year college degree, but increasingly, families are recognizing the value – and …
The executor may need to hire appraisers to help set a value on particular assets. An ILIT (pronounced “eye-lit”) is …
One year, however, could easily last longer with contests, procedural mistakes, or creditor issues. Sample forms can cost at little …
There are multiple advantages to using an attorney, however. One is that this route ensures that your trust and legal …