Can I write in rebalancing rules for investment portfolios?
Rebalancing investment portfolios is a crucial, yet often overlooked, component of long-term financial health, and establishing clear rules within a …
Can I include burial and funeral instructions in my estate plan?
Absolutely, including burial and funeral instructions within your estate plan is not only possible but often a very thoughtful and …
Can I require impact investment verification from portfolio managers?
The rising demand for socially responsible investing has fueled the growth of impact investing, where investors seek financial returns alongside …
Can I make the trust pay out based on career goals?
The concept of structuring trust distributions around beneficiaries achieving specific career milestones is increasingly popular, offering a powerful tool to …
Can I require financial contributions from heirs into a shared community trust?
The concept of requiring financial contributions from heirs into a shared community trust, while seemingly counterintuitive, is a surprisingly common …
Can I include monitoring of heir social impact reports?
The question of incorporating monitoring of heir social impact reports into estate planning is increasingly relevant as wealth transfer grows …
Can a court intervene in trust matters?
Yes, even with the intention of trusts to operate outside of probate court, a court can absolutely intervene in trust …
Where can I get expert feedback on my estate planning documents nearby?
The late afternoon sun cast long shadows across the manicured lawn as Margaret nervously fingered the stack of papers in …
Can I give the trustee the power to split the trust if needed?
The question of granting a trustee the power to split a trust is a common one in estate planning, and …
How do I handle an issue with my estate planning attorney near me?
The air in the room felt thick with tension. Papers rustled nervously on the mahogany desk, mirroring the unease churning …