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 …
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Can estate planning protect land from future rezoning?
Estate planning, traditionally focused on the distribution of assets after one’s passing, may seem unrelated to land use and zoning …
Can estate planning include ownership transition of family vehicles?
Estate planning is often perceived as solely focusing on significant assets like real estate, investments, and retirement accounts, but it’s …
Can estate planning help me support a surviving unmarried partner?
Estate planning is often perceived as solely for married couples and families with children, but this couldn’t be further from …
Can estate planning help me avoid state inheritance taxes?
Estate planning is often viewed as simply preparing a will, but it encompasses a far broader range of strategies designed …
Can estate planning cover vacation home usage rules for heirs?
Estate planning is often perceived as simply dictating who receives what assets after death, but its scope is far broader, …
Can estate planning address blended family concerns?
Estate planning is often perceived as a straightforward process for individuals with traditional family structures. However, when families become blended—through …
Can a trust reward marriage or parenting milestones?
The question of whether a trust can reward marriage or parenting milestones is a surprisingly common one for Ted Cook, …
Can a trust require quarterly financial planning check-ins?
The question of whether a trust can require quarterly financial planning check-ins is a resounding yes, and increasingly, it’s a …
Can a trust reimburse approved micro-loans made by relatives?
The question of whether a trust can reimburse approved micro-loans made by relatives is a common one, particularly as estate …