How can I protect retirement accounts from unintended heirs after divorce?
Divorce is an emotionally and financially challenging experience, and ensuring your retirement accounts are protected for your intended heirs—not a …
How can I give assets to a loved one with no legal status in the U.S.?
Navigating estate planning and gifting assets becomes significantly more complex when a beneficiary resides outside the United States and lacks …
How can I avoid conflict between my executor and beneficiaries?
Estate planning is about far more than just outlining where your assets go; it’s about preserving family harmony during what …
How are digital-only assets like cloud subscriptions handled in a testamentary trust?
The rise of digital assets – encompassing everything from online accounts and social media profiles to cryptocurrency and cloud-based subscriptions …
Does the Trust End When I Die?
The question of whether a trust ends upon death is a common one, and the answer, unsurprisingly, is often “it …
Does a trust need to be notarized?
The question of whether a trust needs to be notarized is surprisingly common, and the answer isn’t always straightforward. While …
Does a revocable trust protect against Medicaid estate recovery?
The question of whether a revocable trust shields assets from Medicaid estate recovery is a complex one, deeply rooted in …
How do I choose the right trustee?
Selecting a trustee is arguably the most critical decision when establishing a trust. It’s not merely about naming someone you …
How do I avoid double taxation in a trust?
Navigating the tax implications of trusts can seem daunting, particularly the concern of double taxation – where income is taxed …
How can I protect inherited funds from bad decisions?
Receiving an inheritance, while often a blessing, can present unique challenges, especially concerning the potential for mismanagement. Many individuals, suddenly …