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How Can I Protect My Family’s Future with Estate Planning?

June 3, 2025 by admin

The old, worn photo album felt heavy in my hands. It was filled with images of laughter, birthdays, and vacations …

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Can I include a “use it or lose it” clause in my trust?

May 10, 2025 by admin

The concept of a “use it or lose it” clause within a trust, while seemingly straightforward, is a nuanced area …

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Can I include a spendthrift clause in a testamentary trust?

May 10, 2025 by admin

The question of whether a spendthrift clause can be included in a testamentary trust is a common one for individuals …

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Can I include a no-conflict-of-interest policy in the trust’s governance?

May 10, 2025 by admin

Establishing a trust is a significant step in estate planning, ensuring your assets are distributed according to your wishes. But …

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Can I include a data usage allowance in trust disbursements?

May 10, 2025 by admin

The question of whether you can include a data usage allowance in trust disbursements is a surprisingly common one, particularly …

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Can I include a clause to convert the trust if laws change?

May 10, 2025 by admin

Estate planning, particularly the creation of trusts, is not a static process; it’s a dynamic one requiring foresight and adaptability. …

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Can I include a clause for transition coaching after school completion?

May 10, 2025 by admin

The question of incorporating a clause for transition coaching after the completion of estate planning, specifically relating to trusts, is …

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Can I incentivize low-carbon travel behavior in trust disbursement?

May 10, 2025 by admin

The question of incorporating environmental considerations, specifically incentivizing low-carbon travel, into trust disbursements is increasingly relevant as beneficiaries and settlors …

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Can I fund a CRT with a vacation home that will be sold after my death?

May 10, 2025 by admin

Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …

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Can I fund a charitable remainder trust with a business interest?

May 10, 2025 by admin

The question of whether you can fund a charitable remainder trust (CRT) with a business interest is a common one …

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