Can a CRT be used to offset income spikes from selling rental property?
Capital gains taxes from the sale of rental property can create a significant tax burden, particularly if the property has …
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Can I mandate tech-free retreats funded by the trust?
The idea of using trust funds to mandate tech-free retreats for beneficiaries is an increasingly relevant consideration in estate planning, …
Can I incorporate flexible trust provisions for future tax law changes?
The ever-shifting landscape of tax law presents a significant challenge for estate planning, and incorporating flexible provisions into trusts is …
Can I use the trust to subsidize long-term family housing plans?
The question of utilizing trust assets to support long-term family housing is a common one, and the answer, as with …
Can I set up an educational incentive trust?
Educational incentive trusts are powerful estate planning tools designed to encourage and fund a beneficiary’s pursuit of higher education, but …
Can a revocable trust be used in business succession planning?
Yes, a revocable trust can absolutely be a powerful tool in business succession planning, offering flexibility and control while ensuring …
Can I allow digital voting for trust-related decisions?
The question of whether to allow digital voting for trust-related decisions is increasingly relevant in our technologically advanced world, but …
Can a trust help cover costs associated with mobile caregiving apps?
The rising costs of healthcare, coupled with an aging population, are driving innovation in mobile caregiving apps – tools designed …
Can I account for inflation when planning bequests?
Planning bequests is more than simply deciding *who* receives what; it’s about ensuring those gifts maintain their intended value over …
What’s the next logical move when a family member is contesting an estate plan?
The phone buzzed insistently, jarring Margaret from her afternoon tea. It was her sister, Eleanor, voice thick with distress. “Margaret, …