Can a CRT include a requirement to fund only direct-service nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Who should I consult with before making a decision about estate planning near me?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My breath hitched as I stared at the …
What action plan should I follow for cleaning up poor legal advice?
The phone buzzed insistently, shattering the late afternoon quiet. Sarah’s heart hammered in her chest as she answered. It was …
How Can A Trust Protect My Assets?
The antique grandfather clock chimed midnight, its mournful toll echoing through the empty house. Eleanor clutched her late husband’s letter, …
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 …