What should I do when things go wrong with my estate plan near me?
The phone slipped from her trembling hand, clattering onto the hardwood floor. Margaret stared at the cracked screen, a cold …
Can I require a licensed fiduciary to manage distributions?
The question of whether you can require a licensed fiduciary to manage distributions from a trust is a crucial one …
What do I need to know before selecting an estate planning attorney near by
The clock was ticking. John’s father had recently passed away, leaving behind a tangle of paperwork and unanswered questions about …
Can a bypass trust be created automatically at death?
The concept of a bypass trust, also known as a credit shelter trust or an A-B trust, is designed to …
Can a bypass trust allow limited access to principal during financial hardship?
The question of whether a bypass trust, also known as a marital trust, can allow limited access to principal during …
Can a bypass trust allocate assets differently depending on state of residence?
The question of whether a bypass trust—also known as a credit shelter trust or a B-trust—can allocate assets differently based …
Are Estate Planning Needs Different for High-Net-Worth Individuals?
Estate planning is crucial for everyone, regardless of wealth, but the complexities significantly increase for high-net-worth individuals (HNWIs). While basic …
Are there strategies to balance giving to charity while also benefiting my heirs?
Balancing the desire to support charitable causes with the responsibility of providing for heirs is a common dilemma in estate …
Are there non-profit organizations that manage special needs trusts?
The question of whether non-profit organizations manage special needs trusts is a crucial one for families seeking to secure the …
Are there annual reporting requirements for a special needs trust?
Establishing a Special Needs Trust (SNT) is a compassionate way to provide for a loved one with disabilities without jeopardizing …