Can a trust include instructions for charitable volunteering?
Absolutely, a trust can indeed include instructions for charitable volunteering, extending beyond simply donating assets to actively directing how future …
Can I include a sunset clause for the trust?
A sunset clause, also known as a termination clause, is a provision within a trust document that dictates when the …
Can I establish conditions for reinvesting distributions?
Absolutely, establishing conditions for reinvesting distributions from a trust is a common and often crucial aspect of comprehensive estate planning, …
Can a trust limit environmental impact of its investments?
The question of whether a trust can limit the environmental impact of its investments is gaining increasing prominence as both …
Can I stagger trust distributions over decades?
Yes, absolutely, strategically staggering trust distributions over decades is not only possible but often a cornerstone of effective estate planning, …
What’s The Best Way To Prevent Future Trust Conflicts?
The phone buzzed insistently on my desk, jolting me from a half-formed thought. It was Mrs. Henderson, her voice trembling …
How do I make sure a problem with my estate plan doesn’t get worse?
The phone rang, jolting me awake. It was my sister, her voice trembling. “Dad passed away last night,” she whispered. …
What do I need to know before selecting a wills and trusts attorney?
The flickering fluorescent lights buzzed overhead, casting an anemic glow on the stacks of unopened mail. Sarah stared at the …
How Can Estate Planning Help Families Cope with Unexpected Loss?
The aroma of cinnamon rolls wafted through the air as Sarah frantically searched for her father’s will. A phone call …
What’s the best way to initiate help for trust document review?
The manila envelope sat on Martha’s kitchen table, a weighty testament to her late father’s legacy. Inside, nestled amongst pages …