Can I designate advisors to help the trustee?
Estate planning, while often focused on the distribution of assets after one’s passing, is equally about ensuring the smooth and …
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Can I designate a healthcare proxy in coordination with the trust terms?
The question of coordinating a healthcare proxy with your trust terms is a vital one, often overlooked in estate planning. …
Can I designate a communications officer within the trustee team?
The question of designating a communications officer within a trustee team is an increasingly relevant one, particularly as estates grow …
Can I delay inheritance until a beneficiary turns 30?
The question of delaying inheritance until a beneficiary reaches a specific age, such as 30, is a common one for …
Can I define terms for beneficiaries living abroad?
Estate planning is often viewed as a domestic exercise, focused on assets and heirs within the United States. However, in …
Can I define access levels based on contribution to family enterprises?
The question of defining access levels within a family enterprise based on contribution is a remarkably common one, particularly as …
Can I create sustainability benchmarks for trust-owned buildings?
The question of establishing sustainability benchmarks for buildings held in trust is becoming increasingly prevalent as beneficiaries and trustees alike …
Can I create a legacy letter as part of my estate plan?
The question of incorporating a legacy letter into an estate plan is increasingly common, reflecting a desire for more than …
Can I create a CRT to support cultural preservation initiatives?
The question of utilizing a Charitable Remainder Trust (CRT) to fund cultural preservation initiatives is a compelling one, increasingly relevant …
Can I create a charitable foundation through estate planning?
The prospect of leaving a lasting legacy extends beyond simply distributing assets to loved ones; many individuals desire to support …