Can I include investment guardrails in perpetuity to preserve core assets?
The question of establishing lasting investment guardrails to safeguard essential assets is paramount in comprehensive estate planning, and Ted Cook, …
Can I write my own will by hand?
The question of whether you can write your own will by hand is surprisingly common, and the answer, while seemingly …
Can the bypass trust provide seed capital for a new business started by an heir?
The question of whether a bypass trust, also known as a credit shelter trust, can provide seed capital for a …
Can the bypass trust provide seed capital for a new business started by an heir?
The question of whether a bypass trust, also known as a credit shelter trust, can provide seed capital for a …
Can a special needs trust pay for biometric medication tracking tools?
Navigating the financial landscape for a loved one with special needs requires meticulous planning, and a crucial component of that …
Can a special needs trust fund content creation for awareness campaigns?
The question of whether a Special Needs Trust (SNT) can fund content creation for awareness campaigns is complex, hinging on …
How do I prove the trust’s validity to banks or institutions?
Establishing the validity of a trust to financial institutions can seem daunting, but it’s a critical step in managing assets …
Can I build succession planning triggers into the trust?
Succession planning within a trust is not just about who gets what when you’re gone; it’s about ensuring a smooth …
Can a testamentary trust mandate support for bilingual education?
The question of whether a testamentary trust can mandate support for bilingual education is complex, touching on the boundaries of …
Can a testamentary trust mandate support for bilingual education?
Testamentary trusts, created through a will and taking effect after death, offer a remarkable degree of control over how assets …