Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is a complex one, increasingly relevant in estate …
Can I restrict access to funds for politically exposed persons?
The question of restricting access to funds for politically exposed persons (PEPs) is increasingly relevant in estate planning, especially concerning …
Can I set a minimum age for beneficiaries to receive assets?
Absolutely, establishing a minimum age for beneficiaries to receive assets is a common and prudent estate planning strategy, particularly when …
Can I set a minimum age for beneficiaries to receive assets?
Yes, you absolutely can set a minimum age for beneficiaries to receive assets within your estate plan, and it’s a …
Can I require my trustee to submit to annual third-party audits?
As a grantor establishing a trust, the question of oversight is paramount, and while it’s not a standard practice, it …
How can a trust be used to minimize estate taxes?
The phone rang, jarring Emily from her work. It was her aunt Beatrice, frantic and tearful. Her husband, Edward, had …
Can I require my trustee to submit to annual third-party audits?
As the grantor of a living trust, you certainly can outline specific requirements for your trustee, including stipulations for annual …
Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time spending reports from a trust is a common one for beneficiaries, and it touches upon …
What’s the first thing I should do if my estate plan is contested?
The stale air hung heavy in the courtroom, a palpable tension thick enough to slice with a knife. Agnes fidgeted …
Can I require real-time reporting of trust spending to beneficiaries?
The question of demanding real-time reporting of trust spending from beneficiaries is a surprisingly common one, often stemming from a …