Who can help me avoid probate near by
The air hung heavy with worry as Sarah stared at the stack of legal documents on her kitchen table. Her …
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Can I include power of attorney for financial decisions in my estate plan?
Absolutely, incorporating a power of attorney for financial decisions is not only possible but highly recommended as a crucial component …
Can I include oversight from a panel of non-family advisors?
The question of incorporating a panel of non-family advisors into a trust structure is a common one, especially for those …
Can I include multiple levels of distribution approval in the trust?
The question of incorporating multiple levels of distribution approval within a trust is a common one for those seeking to …
Can I include loan provisions for beneficiaries in a testamentary trust?
Testamentary trusts, established through a will and taking effect after death, offer a flexible framework for managing and distributing assets …
Can I include investment accounts in the trust?
The question of whether you can include investment accounts within a trust is a common one for those beginning their …
Can I include instructions for handling family antiques?
The question of incorporating instructions for handling family antiques within an estate plan, particularly within a trust, is surprisingly common. …
Can I include heirlooms and antiques in my estate plan?
Estate planning isn’t solely about financial assets; it deeply involves the preservation and distribution of sentimental items like heirlooms and …
Can I include a sunset clause for the trust?
The concept of a “sunset clause” within a trust, while not a traditional term used by estate planning attorneys like …
Can I include a requirement that trust assets be rebalanced yearly?
The question of mandating yearly rebalancing within a trust document is a common one for clients of Ted Cook, a …