What tools can help me find the best lawyer for estate planning?
The air hung heavy with worry as Maria stared at the stack of legal documents on her kitchen table. Her …
What’s the best way to find a reliable estate planning attorney nearby?
Rain lashed against the windowpanes, mirroring the turmoil in Clara’s heart. She clutched her late husband’s faded will, its legal …
How do I patch up problems related to a contested will near me?
The mahogany desk felt cold under my palms. My grandfather’s signature, usually bold and confident, seemed frail on the wrinkled …
How Can I Protect My Digital Assets After I’m Gone?
The blinking cursor mocked her, an unwelcome reminder of her unfinished business. Sarah gripped her phone tighter, her knuckles turning …
What is an A-B trust strategy?
An A-B trust, also known as a bypass trust or credit shelter trust, is an estate planning technique designed to …
Can I embed a code of conduct into the trust?
The idea of embedding a code of conduct within a trust, while unconventional, is gaining traction as estate planning attorneys …
How much does it cost to create a testamentary trust?
Creating a testamentary trust, a trust established within a will, isn’t a simple, fixed-cost endeavor; the price varies significantly based …
Can I appoint an independent investment advisor for the trust?
Yes, you absolutely can, and often should, appoint an independent investment advisor for your trust; this is a crucial aspect …
Can I require trustees to hold regular strategy meetings?
As an estate planning attorney in San Diego, I frequently encounter questions about the practicalities of trust administration, and one …
Can a trust include a social equity clause for vendor selection?
The question of whether a trust can include a social equity clause for vendor selection is increasingly relevant as grantmakers …