Where can I find a vetted estate planning attorney near by?
The phone slipped from Margaret’s hand, clattering onto the hardwood floor. Tears welled in her eyes, blurring the harsh lines …
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What credentials should a trusted estate planning lawyer have nearby?
The phone slipped from my trembling hand, clattering against the hardwood floor. My mother’s voice, frail and tinged with worry, …
How Does a Trust Protect My Assets?
The phone rang, jarring me awake. It was my aunt Beatrice, her voice trembling. “They’re taking everything,” she sobbed. “The …
How can I ensure my wishes are carried out after I am gone?
The flickering candlelight cast long shadows across the worn family photographs scattered on the table. Sarah stared at them, each …
Can the beneficiary be involved in decision-making?
The question of whether a beneficiary can be involved in decision-making concerning a trust is a common one for clients …
Can testamentary trusts be structured to support both individuals and organizations?
The beauty of testamentary trusts, created through a will, lies in their flexibility. Absolutely, they can be meticulously structured to …
Can my trust hold assets in a different currency?
The question of whether a trust can hold assets in a different currency is increasingly relevant in today’s globalized world, …
Can my estate plan support non-traditional education paths?
Estate planning is often perceived as a process solely for distributing assets upon death, but a well-crafted plan can extend …
Can my estate plan include a buy-sell agreement for my business?
Absolutely, a buy-sell agreement is a crucial component that can, and often should, be integrated into a comprehensive estate plan, …
Can my CPA help me with trust funding?
The question of whether your Certified Public Accountant (CPA) can assist with trust funding is a common one, and the …