What is the most effective way to safeguard your family’s future through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she stared at the probate court building. Just months prior, …
Can I disinherit someone?
The question often arises within families—can a parent, or any estate planner, deliberately exclude an heir from receiving any portion …
What is the most effective way to protect your family and assets through comprehensive estate planning?
The San Diego sun beat down on Maria’s shoulders as she scrolled through emails, a knot tightening in her stomach …
What steps should I take to protect my family and assets through estate planning?
The San Diego sun beat down on Claire’s shoulders as she stared out at the Pacific. Just weeks ago, her …
Can a CRT be terminated early by agreement of all parties?
Complex trusts, like Charitable Remainder Trusts (CRTs), are powerful estate planning tools designed for both philanthropic goals and potential tax …
Can a testamentary trust own or manage mineral rights?
Yes, a testamentary trust can absolutely own or manage mineral rights, offering a powerful tool for estate planning involving these …
Can I include a clause preventing heirs from selling real estate for a period?
Yes, you absolutely can include a clause preventing heirs from selling real estate for a specified period within your trust …
Can I assign responsibility to review the trust annually with a third party?
The question of delegating annual trust review to a third party is a common one, especially as trusts become increasingly …
What legal protections does a living trust offer?
A living trust, a cornerstone of comprehensive estate planning, offers a multitude of legal protections extending far beyond simply avoiding …
Can I restrict remote work-related expenses from being covered?
The question of whether an employer can restrict coverage of remote work-related expenses is complex, hinging on state laws, company …