Can I set a limit on how much a beneficiary can withdraw annually?
Absolutely, establishing limits on beneficiary withdrawals is a common and prudent estate planning strategy, particularly when dealing with trust funds …
Can I make charitable donor-advised funds part of trust administration?
Absolutely, incorporating charitable donor-advised funds (DAFs) into trust administration is a powerful estate planning strategy, allowing for continued philanthropic goals …
Can a special needs trust provide software for scheduling rotating caregivers?
A special needs trust, carefully structured, absolutely can cover the costs of software designed to manage rotating caregiver schedules, and …
Can I use biometrics for beneficiary verification?
The increasing sophistication of identity verification methods has naturally led many to consider the use of biometrics – unique biological …
How do testamentary trusts interact with durable powers of attorney?
Testamentary trusts and durable powers of attorney are both essential components of a comprehensive estate plan, but they function in …
What Should I Document Before Updating My Estate Plan Near By
The manila folder sat on Maria’s desk, untouched for years. It held a faded copy of her will, drafted when …
How do I avoid hiring the wrong estate planning lawyer near by
The worn leather of the briefcase felt clammy in my hands. My grandfather’s signature, once bold and confident, now seemed …
Where can I report or request changes to my estate plan nearby?
The phone buzzed incessantly, shattering the peaceful Sunday morning. It was Michael’s sister, her voice strained with worry. “Dad collapsed,” …
What’s the professional way to find a trust and estate lawyer?
The late afternoon sun cast long shadows across my desk as I stared at the stack of paperwork. My grandfather …
What questions should I ask before hiring an estate planning lawyer near by
The phone slipped from my grasp, clattering onto the hardwood floor. My aunt Clara’s voice echoed in my ears, thick …