Can I name a tech advisor to support digital asset management in the trust?
The increasing prevalence of digital assets—cryptocurrencies, NFTs, online accounts, and digital content—presents a unique challenge to traditional estate planning. While …
Where can I get a second opinion on my estate plan
The phone slipped from Maria’s grasp, clattering onto the hardwood floor. Her heart hammered against her ribs. “He didn’t leave …
How do I get transparency in resolving trust-related issues?
The phone slipped from Maria’s hand, clattering onto the hardwood floor. Tears welled in her eyes as she reread the …
Can a bypass trust be created for unmarried partners?
The question of whether a bypass trust—often used in estate planning for married couples—can be created for unmarried partners is …
Can a bypass trust allow for inflation-adjusted distributions?
The question of whether a bypass trust – also known as a credit shelter trust or an A-B trust – …
Can a Business be placed into an irrevocable trust?
The question of whether a business can be placed into an irrevocable trust is a common one for business owners …
Are you experienced in planning for multiple generations simultaneously?
The question of whether an estate planning attorney can effectively plan for multiple generations simultaneously isn’t just about legal expertise; …
Are there rules around including funeral expense coverage in my estate plan?
Planning for the inevitable is a crucial part of responsible estate planning, and that includes considering the financial burden of …
Are there options to allow flexibility in distribution without giving up control?
Estate planning, at its core, is about ensuring your assets are distributed according to your wishes, but it’s rarely a …
Are testamentary trusts valid under common law marriage jurisdictions?
Testamentary trusts, created within a will and taking effect upon death, are generally valid legal instruments across most jurisdictions, including …