Can I set guidelines for managing inherited rental properties?
Inheriting rental properties can be a significant windfall, but also a complex undertaking; establishing clear guidelines for their management is …
How do I fund the trust during my lifetime?
Establishing a trust is a crucial first step in estate planning, but it’s merely a framework without funding—the actual transfer …
Can the trust buy annuities to match lifetime payout obligations?
The question of whether a trust can purchase annuities to fulfill lifetime payout obligations is a common one in estate …
What happens if my trust is found to be invalid?
A trust, when properly established, is a powerful tool for managing assets and ensuring their distribution according to your wishes, …
Can I include cryptocurrency in a living trust?
The question of whether cryptocurrency can be included in a living trust is becoming increasingly common as digital assets gain …
Can I establish a private family credit rating monitored by the trustee?
The concept of establishing a “private family credit rating” monitored by a trustee, while novel, touches upon several core estate …
Can I freeze distributions during internal family investigations?
Navigating family dynamics, especially concerning inheritances and trusts, can be incredibly complex, and the question of temporarily halting distributions during …
What happens if trust terms conflict with the state’s inheritance laws?
When the carefully constructed terms of a trust clash with the established inheritance laws of a state like California, a …
Can I put my digital life (email, photos, etc.) into a trust?
The question of including digital assets in estate planning is rapidly becoming crucial as our lives increasingly exist online; traditionally, …
How do I handle estate planning for second marriages?
The aroma of roasted garlic and rosemary wafted through the air as Anna stirred the simmering sauce. Her husband, Mark, …