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Can I require tax-preparer sign-off before distributions?

June 6, 2025 by admin

The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, deeply intertwined with the legal …

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Can I create a trust specifically for a future wedding?

June 6, 2025 by admin

Yes, you absolutely can create a trust specifically earmarked for future wedding expenses, and it’s becoming an increasingly popular estate …

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Can the trust mandate recurring beneficiary satisfaction surveys?

June 5, 2025 by admin

The concept of a trust mandating recurring beneficiary satisfaction surveys is an innovative, though complex, area within estate planning, and …

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Can a trust hold rental property?

June 5, 2025 by admin

Yes, a trust can absolutely hold rental property, and in many estate planning scenarios, it’s a highly advantageous strategy; it …

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Can I stipulate that heirs must undergo mental health evaluations before accessing funds?

June 5, 2025 by admin

The question of whether you can stipulate mental health evaluations for heirs before they receive funds from a trust is …

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Can I require tax-preparer sign-off before distributions?

June 5, 2025 by admin

The question of requiring tax-preparer sign-off before distributions from a trust is a complex one, often arising from a desire …

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Can I create a trust specifically for a future wedding?

June 5, 2025 by admin

Establishing a trust to fund a future wedding is an increasingly popular, and remarkably practical, approach to financial planning for …

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How do you account for inflation in long-term testamentary trust planning?

June 5, 2025 by admin

Planning for the future with a testamentary trust requires careful consideration of numerous factors, but one of the most insidious …

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Can I use my estate plan to support diversity, equity, and inclusion causes?

June 5, 2025 by admin

Absolutely, your estate plan can be a powerful tool to champion diversity, equity, and inclusion (DEI) causes that are important …

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What happens if I get divorced?

June 5, 2025 by admin

Divorce is a deeply personal and often emotionally challenging experience, but it also carries significant legal and financial implications, especially …

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  • Can I require tax-preparer sign-off before distributions?
  • Can I create a trust specifically for a future wedding?
  • Can the trust mandate recurring beneficiary satisfaction surveys?

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