Can a bypass trust include parameters for establishing a family foundation?
Absolutely, a bypass trust – also known as a credit shelter trust – can, and often should, include provisions outlining …
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Can I create a legacy letter as part of my estate plan?
A legacy letter, also known as an ethical will or a letter of intent, is a non-legal document that allows …
How is a testamentary trust created?
A testamentary trust isn’t established during a person’s lifetime, unlike living trusts; instead, it springs into existence *after* their death, …
Can a special needs trust pay for an accessibility-focused home designer?
The question of whether a special needs trust (SNT) can pay for an accessibility-focused home designer is a common one …
Can a special needs trust pay for a subscription meal service?
The question of whether a special needs trust (SNT) can cover the cost of a subscription meal service is nuanced …
Can a special needs trust offer wearable hydration tracking tools?
The question of whether a special needs trust can fund wearable hydration tracking tools is a nuanced one, deeply intertwined …
Can a special needs trust invest in the stock market?
The question of whether a special needs trust (SNT) can invest in the stock market is a common one for …
Can a special needs trust include quarterly well-being check-ins?
The question of incorporating regular well-being check-ins into a special needs trust is increasingly relevant as we strive for holistic …
Can a special needs trust include funding for collaborative family care meetings?
The question of whether a special needs trust (SNT) can fund collaborative family care meetings is a common one, particularly …
Can a special needs trust include climate-controlled storage rental?
The question of whether a special needs trust (SNT) can cover climate-controlled storage rental is a common one, particularly in …