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What is a pour-over will?

June 8, 2025 by admin

A pour-over will is a crucial estate planning tool designed to work in conjunction with a revocable living trust, acting …

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Can I restrict trustee access to certain digital platforms?

June 8, 2025 by admin

The question of limiting a trustee’s access to digital assets is becoming increasingly relevant as our lives become more interwoven …

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Can I include sustainability clauses for real estate in the trust?

June 8, 2025 by admin

Absolutely, incorporating sustainability clauses into a real estate trust is becoming increasingly common and reflects a growing desire to align …

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Can a CRT distribute income in alternating years instead of annually?

June 8, 2025 by admin

Complex trusts, such as Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is crucial; …

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Can I use estate planning to honor cultural or religious traditions?

June 8, 2025 by admin

Absolutely, estate planning provides a powerful avenue to integrate and preserve cultural or religious traditions for future generations, going far …

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Can I defer capital gains on a property sale through a CRT?

June 8, 2025 by admin

A Charitable Remainder Trust (CRT) offers a compelling strategy for deferring capital gains taxes on the sale of appreciated assets, …

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Can I restrict trustee access to certain digital platforms?

June 8, 2025 by admin

The increasing digitization of our lives presents unique challenges for estate planning, particularly when considering the role of a trustee …

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Can I include sustainability clauses for real estate in the trust?

June 8, 2025 by admin

The question of incorporating sustainability clauses into a real estate trust is becoming increasingly relevant as environmental consciousness grows and …

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Can a CRT distribute income in alternating years instead of annually?

June 8, 2025 by admin

Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is paramount; while …

Read more

Can I use estate planning to honor cultural or religious traditions?

June 8, 2025 by admin

Estate planning is often viewed as a purely financial exercise – securing assets and minimizing taxes. However, it’s a powerful …

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Recent Posts

  • What is a pour-over will?
  • Can I restrict trustee access to certain digital platforms?
  • Can I include sustainability clauses for real estate in the trust?

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