Can the trust support the purchase of social-emotional learning tools?
The question of whether a trust can support the purchase of social-emotional learning (SEL) tools is increasingly common as families …
Can the trust support legal guardianship transitions?
Navigating the complexities of legal guardianship, especially when interwoven with trust administration, requires careful planning and a comprehensive understanding of …
Can the trust support fundraising event participation fees?
The question of whether a trust can support fundraising event participation fees is surprisingly complex, heavily dependent on the specific …
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There is a downside to doing this, however. Suppose a client retains their original Will, but nobody can locate it …
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Smaller estates may avoid probate if the deceased only had a will, but the cut-off for what amount qualifies for …
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Writing can seem overwhelming, but you can get started by compiling a list of your debts and assets, including any …
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How do credit card companies know when someone dies? Deceased alerts are typically sent out by credit reporting agencies and …
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What happens when a house is left in a trust? If all your property is in trust when you die …
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