Can I use estate planning to reinforce trauma-informed care within the family?
Estate planning is often viewed through a strictly financial lens—asset protection, tax mitigation, and wealth transfer—but its potential to support …
Can the trust support accessible fitness club memberships?
Establishing a trust offers remarkable flexibility, extending beyond traditional financial provisions to encompass lifestyle enhancements, and yes, that absolutely can …
What happens if trust assets lose value?
The potential for asset value decline is a valid concern for anyone establishing a trust, as market fluctuations and unforeseen …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a common one in estate planning, …
Can a trust plan include funeral or burial instructions?
Yes, a trust plan can absolutely include funeral or burial instructions, though it’s not the primary function of a trust, …
Can a bypass trust require tax planning education for heirs?
A bypass trust, also known as a credit shelter trust or an AB trust, is a powerful estate planning tool …
Can I use estate planning to resolve a long-standing property dispute?
Property disputes, especially those stretching over years, can be incredibly draining—emotionally, financially, and relationally. While estate planning isn’t a *direct* …
What happens if trust assets lose value?
The potential for asset value decline is a very real concern for anyone establishing a trust, and it’s a question …
Can a bypass trust co-invest with other family trusts?
The question of whether a bypass trust can co-invest with other family trusts is a nuanced one, deeply rooted in …
Can I restrict trust spending by category or vendor?
The question of controlling how funds are spent within a trust is a common one for individuals creating estate plans, …