Can I link asset allocations to family health assessments?
The seemingly disparate worlds of financial planning and healthcare are increasingly intertwined, and the question of linking asset allocations to …
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Can trust assets be distributed in non-monetary forms like services or experiences?
The distribution of trust assets isn’t limited to just cash or easily liquidated items; trusts can absolutely encompass non-monetary distributions …
Can the trust reimburse family members for care expenses?
Navigating the financial aspects of elder care is often complex, and a common question arises: can a trust reimburse family …
What is a joint revocable living trust?
A joint revocable living trust is an estate planning tool utilized by couples, like Mr. and Mrs. Abernathy, to manage …
Can beneficiaries remove a trustee?
The question of whether beneficiaries can remove a trustee is a surprisingly common one, and the answer, unfortunately, isn’t a …
Can I name a religious mission as a CRT remainder recipient?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can a bypass trust include parameters for establishing a family foundation?
Absolutely, a bypass trust—also known as a credit shelter trust—can and often does include provisions outlining the conditions and mechanisms …
Can I plan for inheritance of non-titled property like tools or musical instruments?
Yes, you absolutely can plan for the inheritance of non-titled property like tools, musical instruments, jewelry, or collectibles, but it …
Can the trust be required to offset its own carbon footprint annually?
The question of whether a trust can – or *should* – be required to offset its own carbon footprint annually …
What department is in charge of resolving trust issues?
The frantic phone call came just after midnight. Sarah’s voice, thick with panic, barely audible over the static. “It’s gone, …