Who do I bring in for a second look at my estate strategy?
The phone buzzed incessantly, jarring me awake. My heart pounded as I fumbled for the receiver. It was the lawyer. …
admin
How do I resolve something that’s already escalated with an estate planning attorney near by
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. The news was devastating: her uncle’s will had been …
How do I request a diagnostic for my estate planning situation near me?
The flickering fluorescent lights in the hospital waiting room seemed to amplify my anxiety. My elderly mother, frail and confused, …
How do I get started with finding estate planning lawyer near by
The phone slipped from her grasp, clattering onto the hardwood floor. Tears streamed down Maria’s face as she stared at …
How Can I Protect My Digital Assets in Estate Planning?
The incessant buzzing of my phone jolted me awake. It was 3:00 am, and a wave of nausea washed over …
Can I mandate that the CRT funds not be used for capital campaigns?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, allowing individuals to donate assets to charity while retaining income for …
Can I mandate quarterly family updates for distributions?
The question of whether you can mandate quarterly family updates as a condition for distributions from a trust is a …
Can I mandate heirs meet annually in-person or virtually?
The question of whether you can mandate annual meetings of your heirs, either in-person or virtually, within your estate plan …
Can I mandate co-investment from the charity alongside the CRT’s remainder?
The question of whether you can mandate co-investment from a charity alongside a Charitable Remainder Trust’s (CRT) remainder is a …
Can I make the bypass trust subject to the laws of a specific jurisdiction?
The question of whether a bypass trust—a critical component of many estate plans designed to minimize estate taxes—can be subject …