The increasing digitization of our lives means our “stuff” isn’t just physical anymore. Digital assets—online accounts, cryptocurrency, photos, documents, and …
The question of attaching annual environmental reviews to property inheritance is complex, deeply intertwined with estate planning, property law, and …
The question of whether you can assign separate trusts for health, education, and career advancement is a common one for …
The question of whether you can “rate” beneficiaries to prioritize distributions within a trust is a common one, and the …
The question of assigning oversight committees for large asset acquisitions, particularly within the context of estate planning and trust administration …
The integration of Environmental, Social, and Governance (ESG) factors into investment strategies has surged in recent years, driven by both …
The question of whether you can assign financial penalties for misuse of inheritance is a complex one, deeply rooted in …
Family transitions, whether through divorce, significant lifestyle changes, or elder care concerns, often bring with them financial complexities. The question …
The question of whether to allow digital voting for decisions concerning a trust is becoming increasingly prevalent as technology advances …
The question of allowing beneficiaries to purchase trust assets at a discounted rate is a complex one, fraught with potential …