What should I do first if I’ve never planned my estate?
The air in the room hung heavy with unspoken tension. My uncle George, normally a beacon of jovial energy, sat …
Can I designate separate trustees for separate asset categories?
The question of whether you can designate separate trustees for different asset categories within a trust is a common one …
Can I designate funds to protect against future property disputes?
The question of safeguarding assets against potential property disputes is a crucial one for many individuals and families, particularly in …
Can I designate alternate beneficiaries in case of premature death?
The question of designating alternate beneficiaries is paramount in comprehensive estate planning, and it’s one Steve Bliss, as an Estate …
Can I designate a media relations contact for a high-profile testamentary trust?
The question of designating a media relations contact for a high-profile testamentary trust is becoming increasingly relevant as wealth concentration …
Can I designate a conflict resolution expert in the trust?
The question of designating a conflict resolution expert within a trust is increasingly relevant as families become more complex and …
Can I delay inheritance until the beneficiary becomes a parent?
The question of whether you can delay inheritance until a beneficiary becomes a parent is a fascinating one, and the …
Can I delay distribution of my estate until a certain tax condition is met?
The question of delaying estate distribution based on tax conditions is a common one, and the answer, thankfully, is often …
Can I create a trust just for financial education?
The concept of establishing a trust solely for financial education is increasingly popular, particularly as families seek innovative ways to …
Can I create a time-locked trust that activates in the future?
The concept of a “time-locked trust,” or a trust that activates at a predetermined future date, is a frequently asked …