Can I create an estate plan without a lawyer?
The question of whether one can create an estate plan without legal counsel is common, and the answer is nuanced. …
Can the trust be funded by disclaiming property from the estate?
Absolutely, a trust can indeed be funded, at least in part, by disclaiming property from an estate, though it’s a …
Can I create an irrevocable trust for a spouse?
The question of whether you can create an irrevocable trust for a spouse is a common one, and the answer …
What is a letter of intent and should I include one with my trust?
A Letter of Intent (LOI), sometimes called a “comfort letter,” is a non-binding document that outlines the terms of an …
Can I allow beneficiaries to vote on major trust investment decisions?
The question of whether to allow beneficiaries to vote on major trust investment decisions is a surprisingly complex one, deeply …
Can my trust hold assets in a different currency?
Yes, a trust can absolutely hold assets denominated in a different currency, but it requires careful planning and consideration of …
Who helps clients manage sudden estate challenges near me?
The phone rang, shattering the quiet of Sarah’s home office. It was her elderly neighbor, Mrs. Peterson, in distress. Her …
How do I notify someone about an issue with my trust attorney?
The clock on the wall ticked incessantly, each second echoing the growing anxiety in Amelia’s chest. She clutched the thick …
How Can I Protect My Digital Assets in My Estate Plan?
The flickering screen reflected panic in Emily’s eyes. Her grandmother had just passed away, leaving behind a treasure trove of …
How Can I Protect My Assets For Future Generations?
The antique mahogany desk gleamed under the dim light, reflecting Sarah’s worried expression. Her grandfather’s handwritten will lay open before …