Can I plan for my estate to support refugee resettlement or migration efforts?
Yes, absolutely you can integrate charitable giving to refugee resettlement or migration efforts into your estate plan, and it’s becoming …
Can a special needs trust support group housing arrangements?
Establishing secure and supportive living arrangements is a paramount concern for families with loved ones who have special needs, and …
Can a testamentary trust be used to support aging parents?
A testamentary trust, established through a will, can indeed be a powerful tool to support aging parents, offering a structured …
Can I require all estate professionals to complete DEI training?
The question of mandating Diversity, Equity, and Inclusion (DEI) training for estate planning professionals, like attorneys, financial advisors, and accountants, …
Can a bypass trust provide funding to digitize family photos and records?
A bypass trust, also known as a credit shelter trust, is a powerful estate planning tool designed to minimize estate …
Can I allocate a portion of the trust to social impact investing?
The question of whether a trust can allocate funds to social impact investing is increasingly common, reflecting a growing desire …
Can I fund a special needs trust with stocks or bonds?
Absolutely, a special needs trust can be funded with a variety of assets, including stocks, bonds, and other investment vehicles, …
Can the remainder interest be split among different nonprofit functions?
The question of whether a remainder interest in a charitable remainder trust can be split among different nonprofit functions is …
Can I leave money to a pet in my estate plan?
The question of providing for a beloved companion after one’s passing is a common and increasingly important consideration in estate …
Can I authorize dual citizenship filings through estate attorneys?
Navigating the complexities of dual citizenship and its intersection with estate planning can feel like charting a course through uncharted …