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Can the trust prohibit high-risk investment categories?

June 7, 2025 by admin

Absolutely, a trust can, and often should, prohibit high-risk investment categories, offering a crucial layer of protection for beneficiaries and …

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Can a trust pay for therapy or rehab?

June 7, 2025 by admin

Yes, a trust can absolutely pay for therapy or rehab, but it’s not always a simple yes or no answer, …

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Can I ensure children from all marriages are treated fairly in my plan?

June 7, 2025 by admin

Navigating the complexities of blended families and ensuring equitable treatment of all children within an estate plan is a common …

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Can a trust buy and sell securities actively?

June 7, 2025 by admin

The question of whether a trust can actively buy and sell securities is complex, hinging on the specific trust document, …

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Can I transfer the home into a bypass trust during my lifetime?

June 7, 2025 by admin

Yes, you can transfer your home into a bypass trust, also known as an A-B trust or credit shelter trust, …

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What’s the best way to contain a problem with an estate planning attorney near by?

June 6, 2025 by admin

The phone slipped from my grasp, clattering onto the hardwood floor. My heart hammered in my chest. The news was …

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How do I initiate a service call with an estate planning attorney near me?

June 6, 2025 by admin

The phone slipped from my trembling hand, clattering onto the hardwood floor. The news had been devastating: my father, always …

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How do I avoid probate legally in California?

June 6, 2025 by admin

The phone slipped from my grasp, clattering onto the worn linoleum floor. My aunt Clara’s voice echoed in my ears: …

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Who do I trust when something isn’t working in my trust?

June 6, 2025 by admin

The phone slipped from Margaret’s trembling hand, clattering onto the hardwood floor. The words of her financial advisor echoed in …

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How Do Trusts Protect Assets From Creditors?

June 6, 2025 by admin

The phone buzzed, jolting me awake. It was my uncle Henry, his voice strained with worry. “There’s been a problem,” …

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Recent Posts

  • Can a bypass trust require annual reviews with a financial advisor?
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