What’s the best way to contain a problem with an estate planning lawyer near by
The phone slipped from my grasp, clattering onto the hardwood floor. My heart pounded against my ribs like a trapped …
Who guarantees a fix for estate planning errors near by?
The phone rang, shrill and insistent. It was Sarah, her voice tight with panic. “My dad passed away last night,” …
Where can I request updates on an ongoing estate case nearby?
The phone slipped from Margaret’s grasp, clattering onto the hardwood floor. Her breath hitched in her throat. “Closed?” she whispered, …
How can a revocable living trust help me avoid probate?
The late afternoon sun cast long shadows across my desk as I stared at the stack of paperwork. My grandfather …
What should I do before hiring an estate planning attorney near me?
The air in the courtroom crackled with tension. Martha clutched her purse, her knuckles white. She’d always thought of herself …
Can I include a requirement that trust assets be rebalanced yearly?
The question of whether to mandate yearly rebalancing within a trust is a common one for those establishing estate plans …
Can I include a letter of intent with a special needs trust?
A special needs trust (SNT) is a powerful tool for providing for a loved one with disabilities without jeopardizing their …
Can I include a clause to revise terms based on national emergencies?
The question of incorporating a clause allowing for revisions to a trust based on national emergencies is a complex one, …
Can I include a clause requiring trust funds be used for long-term planning software access?
The question of incorporating clauses within a trust document to specifically fund ongoing access to long-term planning software is becoming …
Can I include a charity from a donor-advised fund network as the CRT’s beneficiary?
The question of whether a charity affiliated with a donor-advised fund (DAF) network can be named as the beneficiary of …