Can I make a family mission statement legally binding within the trust?
The desire to embed core family values into future generations is a powerful one, and many families are exploring ways …
Can I limit disbursements during times of political unrest or instability?
The question of controlling trust disbursements amidst political turmoil is a very real concern for many trust creators and beneficiaries, …
Can I limit access to trust assets until retirement age?
The question of restricting access to trust assets until retirement is a common one for individuals planning their estate and …
Can I limit a beneficiary’s control over their inheritance using a testamentary trust?
The question of controlling how and when a beneficiary receives an inheritance is a common concern for estate planning, especially …
Can I Leave Instructions for the Trustee on Hiring Financial Advisors?
The question of whether you can leave instructions for your trustee regarding the hiring of financial advisors is a common …
Can I keep the trust secret from one of the beneficiaries?
The question of maintaining trust confidentiality, particularly when excluding a beneficiary from knowledge of its existence, is a surprisingly common …
Can I integrate my estate plan with my business exit strategy?
The intersection of estate planning and business exit strategy is a critical, yet often overlooked, area for business owners. Many …
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You’ll need to go through your financial accounts, life insurance policy, and more to ensure that the proper beneficiary is …