How can I avoid probate?
Rain lashed against the windows, mimicking the turmoil in Clara’s heart. Her father, John, had passed away unexpectedly, leaving behind …
How do I take care of a problem involving my estate plan near by?
The phone slipped from Maria’s hand, clattering against the hardwood floor. Tears welled in her eyes as she stared at …
What legal options do I have for fixing an invalid estate document
The phone slipped from my trembling hand, clattering against the hardwood floor. My aunt Beatrice’s will was declared invalid – …
How do I get help fast for estate issues near by
The phone slipped from her grasp, clattering onto the hardwood floor. Tears welled in Maria’s eyes as she stared at …
Can the trust allow for alternate trustees in the event of incapacity?
The question of successor trustees is paramount when establishing a trust, and particularly relevant for clients like those served by …
Can the trust adopt a long-term horizon approach to investing?
The question of whether a trust can adopt a long-term horizon approach to investing is fundamental to effective estate planning, …
Can the surviving spouse live in a home owned by the bypass trust?
The question of whether a surviving spouse can live in a home owned by a bypass trust, also known as …
Can the CRT’s investments reflect religious or ethical values of the donor?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT support curriculum development at a designated school?
The question of whether a Charitable Remainder Trust (CRT) can support curriculum development at a designated school is complex, revolving …
Can the CRT pay for trustee education or licensing costs?
The question of whether a Charitable Remainder Trust (CRT) can cover trustee education or licensing costs is a nuanced one, …