Can I assign a digital executor within the trust?
The question of assigning a digital executor within a trust is becoming increasingly relevant as our lives become more intertwined …
Can I assign different investment strategies to different testamentary trusts?
Absolutely, assigning different investment strategies to different testamentary trusts is not only possible, but often a crucial element of effective …
Can I allocate funds for dental and vision expenses separately?
Yes, you absolutely can allocate funds specifically for dental and vision expenses within your estate plan, and it’s a surprisingly …
Can I use estate planning to structure future incentive programs for heirs?
Absolutely, estate planning offers powerful tools to not just distribute assets, but to actively shape the behavior and future success …
Can I use the bypass trust to ensure support for future grandchildren?
The bypass trust, also known as a B trust or a credit shelter trust, is a powerful estate planning tool, …
Can I assign a digital executor within the trust?
The question of assigning a digital executor within a trust is rapidly becoming a crucial component of modern estate planning, …
Can I assign different investment strategies to different testamentary trusts?
Absolutely, assigning different investment strategies to different testamentary trusts is not only possible but often a crucial element of effective …
Can I set guidelines for private education funding in my estate plan?
Planning for the future education of loved ones is a common goal, and increasingly, families are considering private education as …
Can I require beneficiaries to maintain family traditions?
The desire to preserve family heritage and traditions after one’s passing is a common and deeply felt wish, yet legally …
Can the trustee of a bypass trust delegate investment authority?
The question of whether a trustee of a bypass trust can delegate investment authority is complex, hinging on the specific …