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What happens to the funds when the beneficiary dies?

May 30, 2025 by admin

This is a critical question often overlooked in estate planning, and the answer depends heavily on how the funds were …

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Do I need a lawyer to name a trustee?

May 30, 2025 by admin

Naming a trustee is a pivotal decision within estate planning, and while it’s not *legally* required to have an attorney …

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What happens to the funds when the beneficiary dies?

May 30, 2025 by admin

The fate of funds when a beneficiary of a trust or estate plan passes away is a surprisingly common question, …

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Can the CRT be tied to a beneficiary’s academic performance?

May 30, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …

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What happens to the funds when the beneficiary dies?

May 30, 2025 by admin

When a beneficiary of a trust or estate plan passes away, the fate of the funds depends heavily on how …

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Can a bypass trust have flexible provisions for unique beneficiary needs?

May 30, 2025 by admin

Absolutely, a bypass trust – also known as a credit shelter trust or an A-B trust – can, and often …

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Can a bypass trust have flexible provisions for unique beneficiary needs?

May 30, 2025 by admin

Absolutely, a bypass trust, also known as a credit shelter trust or an A-B trust (though less common now due …

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Do I need a lawyer to name a trustee?

May 30, 2025 by admin

Navigating the world of estate planning, particularly when it comes to trusts, often raises the question of legal necessity; while …

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Can I designate a financial coach to work with beneficiaries?

May 30, 2025 by admin

The question of whether you can designate a financial coach to work with beneficiaries through your estate plan is increasingly …

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Do I need a lawyer to name a trustee?

May 30, 2025 by admin

The question of whether you *need* a lawyer to name a trustee for your living trust is a common one, …

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  • What happens to the funds when the beneficiary dies?
  • Do I need a lawyer to name a trustee?
  • What happens to the funds when the beneficiary dies?

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