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Can I use a testamentary trust with a blended family?

June 4, 2025 by admin

Navigating estate planning within a blended family – one comprised of spouses and children from previous relationships – presents unique …

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Can a bank act as a trustee for a testamentary trust?

June 4, 2025 by admin

Yes, a bank can absolutely act as a trustee for a testamentary trust, and it’s a fairly common practice, particularly …

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Can I receive a lifetime annuity through a CRT?

June 4, 2025 by admin

Charitable Remainder Trusts (CRTs) offer a fascinating way to balance charitable giving with personal financial needs, and the question of …

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Can I require the trust to maintain a percentage in liquid assets?

June 4, 2025 by admin

Absolutely, you can, and often should, require a trust to maintain a percentage in liquid assets, a crucial aspect of …

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Can a bypass trust be created after death through probate?

June 4, 2025 by admin

The short answer is no, a bypass trust, also known as an AB trust or credit shelter trust, cannot be …

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Can I require beneficiaries to meet life goals before inheriting?

June 4, 2025 by admin

The desire to guide loved ones even after we’re gone is a common one, and many estate planning clients ask …

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How can I ensure that my assets are distributed according to my wishes after I’m gone?

June 3, 2025 by admin

The worn leather of her grandfather’s journal felt cool beneath Amelia’s fingertips. As she carefully turned the brittle pages, a …

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How Can I Ensure My Assets Are Properly Distributed After My Death?

June 3, 2025 by admin

The clock ticked relentlessly, each second echoing the fragility of life. Sarah clutched her grandmother’s hand, frail and paper-thin, as …

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How do I compare pricing among estate planning attorneys near me?

June 3, 2025 by admin

The antique clock ticked relentlessly, each chime a hammer blow against Margaret’s mounting anxiety. She clutched her late husband’s will, …

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What type of service fixes estate planning issues near by?

June 3, 2025 by admin

The phone rang, its shrill tone cutting through the quiet hum of the office. My heart hammered in my chest. …

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