What is a revocable living trust and why do I need one?
My phone buzzed incessantly with calls from anxious family members. My grandmother, the matriarch of our sprawling clan, had recently …
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How can I troubleshoot a trust administration issue?
The phone rang, shattering the quiet morning. It was Mary, her voice trembling with anxiety. Her father had recently passed …
What’s the simplest way to correct a trust problem?
The flickering fluorescent lights hummed overhead, casting an unsettling pallor over the cluttered office. Stacks of paperwork threatened to topple …
How can I ensure that my assets are distributed according to my wishes after I am gone?
The flickering candlelight cast long shadows across the worn table, illuminating a stack of legal documents. Martha nervously tapped her …
How do I research the right estate planning attorney near me?
The flickering fluorescent lights of the hospital room cast harsh shadows across Emily’s worried face. Her father, normally a vibrant …
Can I disinherit someone by omission in the trust?
The question of whether you can disinherit someone simply by leaving them out of your trust is a surprisingly common …
Can I direct the trust to maintain ownership of certain legacy assets?
Estate planning, at its core, is about control – not just of your assets while you’re alive, but also of …
Can I direct that trust assets not be sold under any circumstances?
The question of whether you can absolutely prohibit the sale of trust assets is a common one for clients of …
Can I direct how trust assets are managed after my spouse’s death?
The question of controlling trust assets after a spouse’s passing is a central concern for many individuals planning their estate. …
Can I direct assets toward social-impact bonds or green bonds?
The question of directing assets toward social-impact bonds or green bonds within an estate plan is increasingly relevant as investors …