What is a bypass trust?
A bypass trust, also known as a credit shelter trust or an AB trust, is an estate planning tool designed …
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Can I coordinate my estate plan with my insurance policies?
Absolutely, coordinating your estate plan with your insurance policies is not just advisable, it’s often essential for a truly comprehensive …
Where do I look for verified estate planning professionals?
The frantic call came in late Tuesday night. My Aunt Susan’s voice trembled, laced with fear. “Michael,” she whispered, “Dad …
What’s the process for fixing problems in a will near me?
The flickering fluorescent light buzzed incessantly, casting long shadows across the cluttered desk. Papers overflowed from overflowing file folders, and …
How do I find someone who specializes in estate planning attorney near by
The phone buzzed incessantly on my desk, each shrill ring a hammer blow to my already frayed nerves. My grandmother’s …
What should I do when things go wrong with my will?
The musty attic air hung heavy, thick with dust motes dancing in the lone shaft of sunlight. Eleanor rummaged through …
Who manages complaints about an estate planning lawyer near by?
The phone slipped from my trembling fingers, clattering onto the hardwood floor. Tears welled up in my eyes as I …
Can I require succession planning training for beneficiaries?
The concept of requiring succession planning training for beneficiaries is gaining traction as estate planning attorneys like Steve Bliss recognize …
Can I require review of trust goals every decade?
Estate planning, particularly the creation of trusts, is often viewed as a “set it and forget it” task. However, this …
Can I require regular financial updates from beneficiaries?
As a grantor establishing a trust, the question of monitoring beneficiary financial behavior is a common one, particularly when the …