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 – …
Can a trust provide support for family caregivers?
Family caregivers play a vital, yet often financially draining, role in supporting loved ones. Many dedicate countless hours, and significant …
Can a trust support international travel for disability-specific treatments?
Absolutely, a trust can be strategically designed to support international travel for disability-specific treatments, though careful planning and adherence to …
Can I build-in allowances for inflation-triggered rebalancing?
The question of incorporating inflation-triggered rebalancing into estate plans is becoming increasingly vital, especially given the fluctuating economic landscape and …
Can a special needs trust pay for educational expenses?
The question of whether a special needs trust (SNT) can cover educational expenses is a common one for families planning …