Can I Transfer Airline Miles or Credit Card Points into a Trust?
The question of whether you can transfer airline miles or credit card points into a trust is surprisingly complex, and …
Can I tie trust access to local residency compliance?
The question of whether you can tie trust access to local residency compliance is complex, touching upon the core principles …
Can I tie distributions to volunteer work or service?
The question of whether you can tie distributions from a trust to volunteer work or service is a fascinating one, …
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What About Generation-Skipping Trusts And Transfer Tax Advantages?. However, a surviving spouse cannot change a joint will after the death …
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Outright ownership in an estate plan allows all the family’s assets to transfer directly to the surviving spouse. Other than …
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Probate makes all the information about your financial matters public information. The spouse may receive up to one-half of the …
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Once the estate’s bank account is opened, your executor can transfer the funds from your name (at the time of …
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What Exactly Is a Trust? When we talk about wills estate planning, there’s often a lot of confusion surrounding trusts, …
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