What is the best way to protect your family and assets through a comprehensive estate plan?
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The aroma of saltwater and blooming jasmine hung heavy in the air as Maria checked her email, another bill reminder …
Can the trust contribute to an ABLE account?
ABLE accounts, or Achieving a Better Life Experience accounts, are tax-advantaged savings accounts for individuals with disabilities. These accounts allow …
Can a bypass trust distribute income to multiple generations?
The short answer is yes, a bypass trust, also known as a generation-skipping trust, is specifically designed to distribute assets …
Can a testamentary trust fund insurance coverage for heirs?
A testamentary trust, established through a will, can indeed hold life insurance policies for the benefit of heirs, though the …
Can a CRT serve as a hedge against estate tax reform?
The question of whether a Charitable Remainder Trust (CRT) can effectively serve as a hedge against estate tax reform is …
Can the trust disallow purchases over a certain dollar amount without prior approval?
Absolutely, a trust can – and often should – disallow purchases over a certain dollar amount without prior approval, providing …
Can I fund a CRT with a vacation home that will be sold after my death?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …