admin The decision between a Charitable Remainder Annuity Trust (CRAT) and a Charitable Remainder Unitrust (CRUT) is a crucial one in …
The short answer is yes, absolutely you can change your estate plan even after it’s been finalized. Life is dynamic, …
The question of whether you can assign investment oversight to a third party is a common one, particularly for individuals …
The question of integrating Environmental, Social, and Governance (ESG) considerations into trust administration is gaining significant traction, especially amongst those …
The question of whether you can assign different age thresholds for different heirs within a trust is a common one, …
The concept of integrating environmental sustainability into trust agreements, specifically concerning real estate, is gaining considerable traction. Traditionally, trusts focused …
The question of incorporating a professional archivist into an estate plan, while unconventional, is increasingly relevant in our digitally-saturated world …
The question of assigning a climate impact officer to oversee the environmental compliance of a trust is gaining traction, especially …
Who needs asset protection? Anyone with a net worth of over $250,000 needs asset protection. Good examples of high income …
Transfer-on-Death Registration for Vehicles: California allows transfer-on-death registration of vehicles. If you register your vehicle this way, the beneficiary’s name …