Can a bypass trust help preserve my estate tax exemption?
Estate planning is a critical component of securing your family’s financial future, and understanding tools like bypass trusts is essential, …
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Can I create an estate plan without a lawyer?
The question of whether you can create an estate plan without a lawyer is common, and the simple answer is …
Can the trust support development of family-focused mental health resources?
Establishing a trust isn’t solely about financial legacies; it’s a powerful tool for enacting deeply held values and supporting causes …
Can I assign a temporary trustee if the primary is unavailable?
Navigating the complexities of trust administration requires foresight, especially concerning the potential unavailability of your chosen trustee. It’s a common …
Do I need a separate tax ID for the trust?
Establishing a trust is a significant step in estate planning, and a common question arises regarding its tax implications: do …
Can a testamentary trust distribute real property to more than one person?
Yes, a testamentary trust can absolutely distribute real property to more than one person, and it’s a fairly common estate …
Can I establish rules for sustainability ratings of trust investments?
The increasing demand for socially responsible investing (SRI) and environmental, social, and governance (ESG) factors has prompted many trust beneficiaries …
Can I name someone to manage just my business assets in the trust?
That’s a common question for business owners considering estate planning, and the answer is generally yes, you can structure your …
Can a trust pay for an inclusive wedding planner if the beneficiary gets married?
The question of whether a trust can fund expenses like a wedding planner, especially one specializing in inclusive services, is …
Do I need a separate tax ID for the trust?
The question of whether a trust requires its own tax ID, or Employer Identification Number (EIN), is a common one …