Where can I get a second opinion on estate planning near by
The dusty box sat in the attic, untouched for decades. Inside, yellowed documents whispered of forgotten promises – a will …
Can I implement mentorship incentives for elder heirs guiding younger ones?
The question of incentivizing elder heirs to mentor younger generations regarding estate planning and wealth management is gaining traction as …
Can I grant decision-making to a committee rather than a single trustee?
The question of whether you can grant decision-making power to a committee instead of a single trustee within a trust …
Can I give my executor instructions about my digital devices?
The question of digital asset inheritance is increasingly relevant in today’s world, and yes, you absolutely can, and should, give …
Can I gift property to my heirs now and still control it in my estate plan?
The desire to see loved ones benefit from your wealth during your lifetime while retaining control over your overall estate …
Can I fund mobile estate apps to guide beneficiaries post-distribution?
The question of funding mobile estate apps to guide beneficiaries after the distribution of assets is becoming increasingly relevant as …
Can I fund estate-based internships for youth in the family?
The question of funding estate-based internships for younger family members is a surprisingly common one, and it touches upon several …
Can I fund apprenticeships through the trust?
The question of whether you can fund apprenticeships through a trust is a common one for estate planning clients, especially …
Can I establish feedback loops for heirs to influence trust structure?
The concept of incorporating feedback loops for heirs within a trust structure, while not traditional, is gaining traction as estate …
Can I establish a special needs trust in my estate plan?
The question of whether you can establish a special needs trust within your estate plan is a common one, particularly …