Can I plan to reduce probate costs?
Probate, the legal process of validating a will and distributing assets, can often be a significant expense for estates, eroding …
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Can a trust file lawsuits?
Yes, a trust can indeed file lawsuits, though the process isn’t as straightforward as an individual doing so. The ability …
Can I cap how much a trustee can earn from third-party referrals?
Navigating the complexities of trust administration often brings up questions about potential conflicts of interest, and the compensation a trustee …
How do I take immediate corrective action for an estate planning mistake near by?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart hammered a frantic tattoo against my …
How do I navigate an issue with my estate planning lawyer near by
The phone slipped from my trembling hand, clattering onto the hardwood floor. My carefully crafted plans were in shambles. My …
What’s the first step in choosing someone to draft a will?
The clock ticked relentlessly as Sarah stared at her phone, her heart pounding. Her grandfather had unexpectedly passed away, and …
What action plan should I follow for trust administration failure?
The mahogany desk gleamed under the harsh fluorescent lights, each document on its surface a testament to decades of careful …
How do I correct an oversight involving an estate planning lawyer near by
The frantic scribbling on the notepad seemed to mock Sarah’s growing panic. She had just realized a gaping hole in …
Can a bypass trust support health and wellness coaching?
A bypass trust, a powerful estate planning tool, can indeed be structured to support health and wellness coaching, though it …
Can the bypass trust require a majority vote of trustees for large investments?
The question of whether a bypass trust – also known as a credit shelter trust or a B trust – …