Can I Provide Housing Assistance for Heirs Moving for Education or Caregiving?
The question of providing housing assistance to heirs, whether for educational pursuits or to fulfill caregiving responsibilities, is a common …
Can I provide for posthumous intellectual property royalties in my estate plan?
The question of whether one can provide for posthumous intellectual property (IP) royalties within an estate plan is a complex, …
Can I provide financial relief for caretakers of special-needs family members?
The question of providing financial relief for caretakers of special-needs family members is deeply empathetic and increasingly relevant. Across the …
Can I provide access to financial counseling through my estate?
The question of providing access to financial counseling through your estate is becoming increasingly common, reflecting a growing awareness of …
Can I protect foreign-held assets through U.S.-based estate planning?
The question of safeguarding assets held internationally within a U.S.-based estate plan is a common one, particularly as global investment …
Can I prohibit use of trust funds for legal battles between beneficiaries?
Estate planning, particularly when involving trusts, often anticipates potential disagreements among beneficiaries. A common concern for trust creators, like those …
Can I prohibit the trust from investing in certain industries?
The ability to restrict a trust’s investments in specific industries is a common request from settlors – the individuals creating …
Can I plan for succession of a rental property business?
Succession planning for a rental property business, like any business, is crucial for ensuring its continued operation and financial well-being …
Can I plan for multiple successors for various family roles and trusts?
The question of succession planning within trusts, particularly when involving family dynamics and multiple roles, is incredibly common for Ted …
Can I plan for business succession in my estate plan?
The intersection of estate planning and business succession is a critical, yet often overlooked, aspect of comprehensive financial preparation. Many …