Are there any probate-avoidance strategies you’d recommend for my specific assets?
Probate, the legal process of validating a will and distributing assets, can be a time-consuming, expensive, and public affair. For …
Can a bypass trust help shield wealth from future legislative tax changes?
The question of protecting assets from unpredictable tax law shifts is a significant concern for many families, and bypass trusts—also …
Can I provide income replacement for caregivers in my family?
The question of financially supporting family caregivers is becoming increasingly prevalent as the population ages and the demand for in-home …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can indeed support a nonprofit media outlet, offering a mutually …
Can I name a corporate fiduciary to co-manage the trust?
Absolutely, naming a corporate fiduciary to co-manage a trust is a common and often prudent estate planning strategy, providing a …
Can a trustee resign voluntarily?
Yes, a trustee can generally resign voluntarily, but the process isn’t as simple as just deciding to step down; it’s …
Can a bypass trust help shield wealth from future legislative tax changes?
The question of protecting wealth from unpredictable tax laws is increasingly relevant, and bypass trusts, also known as exemption trusts …
Can I provide income replacement for caregivers in my family?
The question of financially supporting family caregivers is becoming increasingly prevalent as the population ages and the demands on informal …
Can a CRT support a nonprofit media outlet?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, and while often associated with traditional charities like hospitals or universities, …
What fiduciary duties apply to co-trustees of a testamentary trust?
Co-trustees of a testamentary trust, established through a will, shoulder significant legal and ethical responsibilities, collectively known as fiduciary duties. …