Can I request that estate assets be used to create a family memorial?
Yes, you can certainly request that estate assets be used to create a family memorial, but the process isn’t always …
Can I grant heirs tokens to vote on charitable causes funded by the estate?
The idea of allowing heirs to vote on charitable distributions from an estate is intriguing and increasingly popular, reflecting a …
What about vehicles or boats—can those go in the trust?
Absolutely, vehicles like cars, trucks, motorcycles, and even boats can absolutely be titled within a living trust, and doing so …
Can a bypass trust support my grandchildren’s education expenses?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
What happens if my trustee becomes incapacitated?
The possibility of a trustee becoming incapacitated is a very real concern in estate planning, and something that should be …
Can I require a quarterly financial summary shared with a family advisor?
Navigating estate planning often extends beyond simply creating documents; it’s about ensuring ongoing financial health and transparency, especially when multiple …
Can the trust pay for insurance premiums on my behalf?
Yes, a properly structured trust absolutely can pay for insurance premiums on your behalf, offering a significant level of financial …
Can a CRT receive income from franchised operations?
Certainly, a Community Reinvestment Trust (CRT) can receive income from franchised operations, though careful structuring is essential to maintain its …
Can I require annual reviews of trustee performance?
As a central component of responsible estate planning, ensuring the diligent and effective management of a trust is paramount, and …
How do I know if a special needs trust is the right option?
Navigating the world of estate planning can feel overwhelming, especially when considering the unique needs of a loved one with …