Can I name guardians for minor beneficiaries in the trust?
The question of guardianship for minor beneficiaries is a cornerstone of responsible estate planning, and absolutely, you can—and should—name guardians …
San Diego County
Can I name backup trustees and executors?
The question of naming backup trustees and executors is paramount in comprehensive estate planning, and a frequent inquiry for individuals …
Can I name a trust protector to oversee trustee decisions?
Estate planning, at its core, is about ensuring your wishes are carried out exactly as you intend, even after you’re …
Can I name a religious institution as a CRT beneficiary?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining income for …
Can I name a CRT as a beneficiary of my 401(k)?
The question of whether you can name a Charitable Remainder Trust (CRT) as a beneficiary of your 401(k) is a …
Can I name a backup trustee for the CRT?
The question of naming a backup trustee for a Charitable Remainder Trust (CRT) is a crucial one for anyone establishing …
Can I mandate that the trust offer mentorship stipends?
The question of whether you can mandate a trust to offer mentorship stipends is a multifaceted one, deeply intertwined with …