What happens to the funds when the beneficiary dies?
This is a critical question often overlooked in estate planning, and the answer depends heavily on how the funds were …
Do I need a lawyer to name a trustee?
Naming a trustee is a pivotal decision within estate planning, and while it’s not *legally* required to have an attorney …
What happens to the funds when the beneficiary dies?
The fate of funds when a beneficiary of a trust or estate plan passes away is a surprisingly common question, …
Can the CRT be tied to a beneficiary’s academic performance?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
What happens to the funds when the beneficiary dies?
When a beneficiary of a trust or estate plan passes away, the fate of the funds depends heavily on how …
Can a bypass trust have flexible provisions for unique beneficiary needs?
Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can, and often …
Can a bypass trust have flexible provisions for unique beneficiary needs?
Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …
Do I need a lawyer to name a trustee?
Navigating the world of estate planning, particularly when it comes to trusts, often raises the question of legal necessity; while …
Can I designate a financial coach to work with beneficiaries?
The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is increasingly …
Do I need a lawyer to name a trustee?
The question of whether you *need* a lawyer to name a trustee for your living trust is a common one, …