Does an irrevocable trust protect assets from creditors?
The question of whether an irrevocable trust shields assets from creditors is a complex one, heavily dependent on the specifics …
Is a living trust a good way to avoid estate taxes?
While a living trust is a powerful estate planning tool, the idea that it automatically avoids estate taxes is a …
Can I restrict how money is used by beneficiaries?
The question of whether you can restrict how money is used by beneficiaries within a trust is a common one …
Can I prohibit the sale of trust assets outside the family?
Establishing a trust allows for detailed instructions regarding the management and distribution of assets, and a common concern for trust …
How do I retitle my investment accounts to my trust?
Retitling investment accounts to your trust is a crucial step in solidifying your estate plan, ensuring a smooth transfer of …
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 …