Where can I get expert help revising trust agreements?
The phone slipped from my grasp, clattering against the hardwood floor. My heart pounded a frantic rhythm against my ribs. …
How do I take immediate corrective action for an estate planning mistake near by?
The phone slipped from my clammy hand, clattering onto the hardwood floor. My heart hammered a frantic tattoo against my …
How can I find someone qualified to resolve estate issues near me?
The phone buzzed insistently on my nightstand. Groggily, I fumbled for it, squinting at the unfamiliar number flashing on the …
How do I make a confident decision about estate planning attorney near me?
The flickering fluorescent lights hummed above, casting an eerie glow on the stacks of paperwork piled high on Sarah’s kitchen …
How Can a Trust Protect My Assets and Ensure They Go to My Intended Beneficiaries?
The flickering candlelight danced across Martha’s worried face as she clutched the worn photograph. It depicted her beloved granddaughter, Lily, …
Can the CRT support social justice grantmaking in perpetuity through a field-of-interest fund?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their capacity to support ongoing social justice grantmaking—specifically through a …
Can the CRT remainder be required to support free public programming?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can the CRT income be reduced temporarily to allow a larger remainder gift?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools allowing individuals to donate assets, receive income for a specified period, …
Can the CRT fund a donor-curated online archive of philanthropic activity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools, but their flexibility extends beyond simply providing income to beneficiaries. A …
Can the CRT be designed to maximize Qualified Charitable Distributions (QCDs)?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools offering both tax benefits and the ability to support chosen charities. …