Can I include instructions for trust asset reinvestment?
Estate planning isn’t a one-time event; it’s a living document that needs to be revisited and adjusted as life changes …
Can a trust limit how much can be withdrawn annually?
Yes, a trust absolutely can, and often does, limit how much can be withdrawn annually, offering a powerful tool for …
Can I provide incentives for heirs who serve on nonprofit boards?
The question of whether you can incentivize heirs to serve on nonprofit boards is a common one in estate planning, …
Can I require the trustee to meet with my financial advisor annually?
The question of whether you can *require* a trustee to meet with your financial advisor annually is a nuanced one, …
Can a trust plan include funeral or burial instructions?
Yes, a trust plan can absolutely include funeral or burial instructions, though it’s not the primary purpose of the trust …
Can I authorize retroactive changes based on legal precedent shifts?
The question of whether one can authorize retroactive changes to estate planning documents based on shifts in legal precedent is …
Can I restrict purchases during active military service?
The question of restricting purchases, particularly significant financial transactions like real estate or business investments, during active military service is …
Can a trust fund tech certifications or trade schools?
Yes, a trust fund absolutely can be used to cover the costs of tech certifications or trade schools, offering a …
How are insurance claim proceeds handled by a testamentary trust?
A testamentary trust, established through a will, offers a structured way to manage assets distributed after someone’s passing, and the …
Who ensures compliance when solving estate planning problems near me?
The musty scent of old paper filled Margaret’s nostrils as she rummaged through her late grandfather’s attic. Dust motes danced …