Can I cap beneficiary lifestyle inflation using trust metrics?
Lifestyle inflation, the tendency for spending to increase with income, is a common challenge for beneficiaries inheriting wealth, and a …
Can a testamentary trust handle social media accounts?
The question of whether a testamentary trust can handle social media accounts is increasingly relevant in our digital age, as …
What happens to a testamentary trust if a named beneficiary dies before me?
A testamentary trust, established within a will, provides a structured way to manage assets for beneficiaries, even after the grantor’s …
Can I require algorithmic audits for investment automation in the trust?
The increasing use of algorithmic or “robo” investment platforms within trusts presents a fascinating, and sometimes concerning, intersection of traditional …
What happens to trust assets if the trust is challenged?
A trust, while seemingly secure, isn’t immune to legal challenges, and the fate of its assets during such a dispute …
How Can Estate Planning Help Protect My Assets
The clock ticked relentlessly, each second amplifying Sarah’s anxiety. She stared at the stack of bills on her kitchen table, …
How do I plan legally if I have no close family?
The flickering fluorescent lights buzzed overhead, casting an eerie glow on the cluttered desk. Papers overflowed from a flimsy cardboard …
Who is best equipped to handle complex trust planning?
The late afternoon sun cast long shadows across my desk as I sifted through stacks of paperwork. My grandmother, bless …
How can someone protect their assets from creditors after they pass away?
The phone rang, jarring me awake. It was my brother, his voice thick with panic. “Dad’s gone,” he croaked. My …
Where can I get professional help fixing mistakes by an estate planning attorney near me?
The old, yellowed will sat on my desk like a ticking time bomb. My uncle Harold had passed away unexpectedly, …