Can I add a beneficiary mid-term if my family circumstances change?
The question of amending a trust to reflect changing family dynamics is incredibly common, and fortunately, generally possible, but not …
The question of amending a trust to reflect changing family dynamics is incredibly common, and fortunately, generally possible, but not …
Estate planning, traditionally focused on the distribution of assets after one’s passing, may seem unrelated to land use and zoning …
Estate planning is often perceived as solely focusing on significant assets like real estate, investments, and retirement accounts, but it’s …
Estate planning is often perceived as solely for married couples and families with children, but this couldn’t be further from …
Estate planning is often viewed as simply preparing a will, but it encompasses a far broader range of strategies designed …
Estate planning is often perceived as simply dictating who receives what assets after death, but its scope is far broader, …
Estate planning is often perceived as a straightforward process for individuals with traditional family structures. However, when families become blended—through …
The question of whether a trust can reward marriage or parenting milestones is a surprisingly common one for Ted Cook, …
The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …
The question of whether a trust can reimburse approved micro-loans made by relatives is a common one, particularly as estate …