How does estate planning differ for retirees versus younger families?
Estate planning is a crucial process for individuals at every life stage, yet the priorities and complexities significantly shift when …
How does a testamentary trust treat capital gains distributions?
Testamentary trusts, established through a will and coming into effect after someone passes away, often hold assets that have appreciated …
How does a testamentary trust affect Medicaid eligibility?
Navigating the complexities of Medicaid eligibility, especially when testamentary trusts are involved, requires careful planning and a thorough understanding of …
How do you structure plans to account for family conflicts?
Estate planning is often viewed as a logistical exercise, a meticulous arrangement of assets and directives for their distribution. However, …
How do you help clients plan for business succession?
Business succession planning is a crucial, yet often overlooked, aspect of long-term financial and estate planning. As an Estate Planning …
How do you handle estate planning when beneficiaries live in different states or countries?
Estate planning is a critical process for ensuring your assets are distributed according to your wishes after your passing, but …
How do you ensure estate planning documents remain accessible when needed?
Ensuring the accessibility of estate planning documents is paramount to their effectiveness. A beautifully crafted trust or will is useless …
Should I notify my trustee in advance?
The question of whether to notify your trustee in advance of actions impacting a trust is a surprisingly common one …
Should a Newlywed Couple Have One Trust or Two?
Entering marriage is a beautiful merging of lives, but it also necessitates careful consideration of legal and financial matters. One …
Is it possible to require charitable hours in exchange for distributions?
The concept of tying financial distributions from a trust to required charitable service hours is a fascinating, and increasingly discussed, …