Can the CRT be combined with a qualified personal residence trust strategy?
Combining a Charitable Remainder Trust (CRT) with a Qualified Personal Residence Trust (QPRT) is an advanced estate planning technique that …
What should I document before updating my estate plan near me?
The dusty box sat in the corner, untouched for years. Inside lay a stack of legal documents: a will scribbled …
How do I legally disinherit someone?
The will fluttered from Sarah’s shaking hand, landing on the mahogany desk with a soft thud. Her lawyer’s face was …
What’s the fallback option for finding a new estate planning lawyer near by?
The flickering fluorescent lights hummed overhead, casting long shadows across my cluttered desk. My heart pounded in my chest. It …
Who can provide detailed diagnostics on my estate planning portfolio near me
The frantic call came in late one Friday afternoon. My elderly neighbor, Margaret, was beside herself. “Steve,” she whimpered, “my …
How can I debrief after resolving a trust dispute?
The acrimony was palpable. For months, siblings had been locked in a bitter battle over their recently deceased father’s estate. …
Can I mandate professional investment of estate proceeds?
The question of whether you can mandate professional investment of estate proceeds is a common one, particularly for those concerned …
Can I use a charitable remainder trust to support a university or hospital?
A charitable remainder trust (CRT) is a powerful estate planning tool that allows individuals to support their favorite charities, like …
Can I allow benefits to skip one generation in certain cases?
The question of whether benefits can skip a generation is a common one for families considering estate planning, and the …
Can a corporate trustee be replaced?
The question of whether a corporate trustee can be replaced is a common one, and the answer, as with many …