Can I Use a Testamentary Trust to Address Addiction Concerns?
Planning for the future often involves ensuring the financial well-being of loved ones. However, when a beneficiary struggles with addiction, …
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Can I use a revocable trust to shield assets from divorce?
The question of whether a revocable trust can shield assets from divorce is complex and highly dependent on state law, …
Can I use a power of attorney to manage my affairs during incapacity?
The question of whether a power of attorney (POA) can effectively manage one’s affairs during incapacity is a crucial one …
Can I use a letter of wishes alongside my formal estate documents?
The question of whether you can – and should – use a letter of wishes alongside your formal estate planning …
Can I use a CRT to support both public and private charities?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income during their lifetime, and …
Can I use a CRT to meet minimum distribution requirements from retirement accounts?
The question of utilizing a Charitable Remainder Trust (CRT) to satisfy Required Minimum Distributions (RMDs) from retirement accounts is a …
Can I use a CRT in conjunction with a charitable gift annuity?
The question of combining a Charitable Remainder Trust (CRT) with a Charitable Gift Annuity (CGA) is a nuanced one, often …