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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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How can a trust protect my assets for future generations?

May 30, 2025 by admin

The antique grandfather clock chimed eleven times, its resonant gong echoing through the cavernous Victorian home. Margaret clutched the faded …

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