Can I include an heir readiness test before major payouts?
The question of whether to implement an “heir readiness test” before distributing significant inheritances is gaining traction as estate planning …
San Diego County
Can I include a succession plan for inherited franchises?
Succession planning is a critical aspect of estate planning, particularly when substantial assets like franchise ownership are involved. Many people …
Can I include a real-time dashboard for family review of trust performance?
The question of integrating a real-time dashboard for family review of trust performance is increasingly common in modern estate planning. …
Can I include a grantmaking advisory board in the CRT structure?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while retaining an …
Can I include a clause to permanently exclude certain individuals?
Estate planning, at its core, is about control – control over your assets during your life and, crucially, control over …
Can I include a clause that allows for beneficiary input in asset decisions?
Estate planning, at its core, is about ensuring your wishes are honored and your assets are distributed according to your …
Can I include a clause about sustainability for inherited properties?
The question of incorporating sustainability clauses within estate planning documents, particularly regarding inherited properties, is gaining significant traction as environmental …