Can I require independent asset appraisals every three years?
Estate planning, at its core, is about preparing for the future and ensuring your wishes are carried out smoothly. A …
Can I require heirs to complete financial counseling before inheriting?
The question of whether you can require heirs to complete financial counseling before receiving an inheritance is increasingly relevant in …
Can I require financial planning approval before large distributions?
The question of whether you can require financial planning approval before large distributions from a trust is a crucial one …
Can I require family members to share learnings from inheritance-funded projects?
The question of whether you can *require* family members to share learnings from projects funded by an inheritance is a …
Can I require end-of-life planning documentation from heirs?
The question of whether you can *require* end-of-life planning documentation from your heirs is complex and treads a delicate line …
Can I require DNA verification for legal heirs in complex inheritance situations?
Estate planning, while focused on the future, often confronts the realities of the past – and sometimes, uncertainties about familial …
Can I require digital literacy certifications for asset managers?
The question of whether you can—and should—require digital literacy certifications for asset managers is increasingly pertinent in today’s rapidly evolving …
Can I require annual summaries of how the trust improved quality of life?
The notion of quantifying “quality of life” improvements stemming from a trust is a fascinating, and increasingly popular, consideration for …
Can I require annual meetings between trustees and beneficiaries?
The question of whether you can *require* annual meetings between trustees and beneficiaries is nuanced and largely depends on the …
Can I require an heir to take estate administration training?
The question of whether you can *require* an heir to undertake estate administration training is complex and largely depends on …