What’s the smartest way to hire an estate planning lawyer?
The worn leather of the briefcase felt heavy in my hands, each crease a testament to years of carrying other …
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What’s the best way to contain a problem with a trust?
The phone rang, shrill and insistent, shattering the quiet of my Sunday morning. It was Mrs. Hernandez, her voice trembling …
How do I get help fast for a time-sensitive estate issue?
My phone buzzed incessantly, each vibration a hammer blow against my already frayed nerves. A cold sweat clung to me …
What’s the dispute resolution policy for estate planning disagreements near by?
The old, hand-written will crackled in Amelia’s trembling hands. Her brother, Mark, stood across from her, his face a mask …
Can I use a living trust to manage assets across multiple states?
The question of whether a living trust can effectively manage assets located in multiple states is a common one for …
Can I use a DIY will service to create a testamentary trust?
The question of whether you can utilize a do-it-yourself (DIY) will service to establish a testamentary trust is a common …
Can I use a CRT to promote bilingual education initiatives?
Community Reinvestment Trusts (CRTs), while typically associated with affordable housing and community development, *can* be creatively structured to support a …
Can I use a CRT to endow an academic chair?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools that can provide income to the grantor (the person creating the …
Can I use a charitable remainder trust to sell a business tax-efficiently?
Selling a business is a significant life event, often accompanied by substantial capital gains taxes. For business owners with philanthropic …
Can I use a bypass trust to fund political or civic education programs?
Bypass trusts, also known as exemption trusts or credit shelter trusts, are powerful estate planning tools designed to maximize the …