What is a pour-over will?
A pour-over will is a crucial estate planning tool designed to work in conjunction with a revocable living trust, acting …
Can I restrict trustee access to certain digital platforms?
The question of limiting a trustee’s access to digital assets is becoming increasingly relevant as our lives become more interwoven …
Can I include sustainability clauses for real estate in the trust?
Absolutely, incorporating sustainability clauses into a real estate trust is becoming increasingly common and reflects a growing desire to align …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, such as Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is crucial; …
Can I use estate planning to honor cultural or religious traditions?
Absolutely, estate planning provides a powerful avenue to integrate and preserve cultural or religious traditions for future generations, going far …
Can I defer capital gains on a property sale through a CRT?
A Charitable Remainder Trust (CRT) offers a compelling strategy for deferring capital gains taxes on the sale of appreciated assets, …
Can I restrict trustee access to certain digital platforms?
The increasing digitization of our lives presents unique challenges for estate planning, particularly when considering the role of a trustee …
Can I include sustainability clauses for real estate in the trust?
The question of incorporating sustainability clauses into a real estate trust is becoming increasingly relevant as environmental consciousness grows and …
Can a CRT distribute income in alternating years instead of annually?
Complex trusts, like Charitable Remainder Trusts (CRTs), offer flexibility in income distribution, but adhering to IRS regulations is paramount; while …
Can I use estate planning to honor cultural or religious traditions?
Estate planning is often viewed as a purely financial exercise – securing assets and minimizing taxes. However, it’s a powerful …