Can I set up a charitable remainder trust as part of a divorce settlement?
The intersection of divorce settlements and charitable remainder trusts (CRTs) presents a unique, yet increasingly common, estate planning challenge. While …
Can I set milestone-based investment releases?
The concept of releasing investment funds based on achieved milestones within a trust is a frequently discussed topic with clients …
Can I set guidelines for managing inherited rental properties?
Inheriting rental properties presents a unique blend of opportunity and responsibility. While receiving an asset is beneficial, effectively managing it …
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Filing the will, death certificate and other required paperwork with the Register of Wills’ office to officially be appointed as …
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The “designated beneficiary” category includes intangible assets such as retirement accounts, insurance accounts, and real estate accounts (which sometimes have …
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Avoiding Probate: Probate is the legal process that validates a will and oversees the distribution of assets to heirs. In …
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What type of trust is a lifetime trust? A lifetime trust, also called a lifetime asset protection trust (LAPT) is …
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Do We Have to Go Through probate if there is a Will?. I am looking for an authentic probate attorney …
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Consult an elder law attorney or financial planner experienced in Medicaid planning to ensure you navigate the process effectively. I …