Can you coordinate with my family office to streamline planning?
The question of coordinating estate planning with a family office is increasingly common amongst high-net-worth individuals. It signifies a desire …
The question of coordinating estate planning with a family office is increasingly common amongst high-net-worth individuals. It signifies a desire …
The question of whether a trust can support the hiring of a housing advocate is surprisingly common, especially in San …
The question of whether a trust can support entrepreneurial efforts is a common one for Ted Cook, a Trust Attorney …
The question of whether a trust can support curated learning environments for specific challenges, particularly those involving individuals with unique …
Establishing a trust for a beneficiary with a disability, regardless of their current reliance on government assistance, is a powerful …
The question of whether a trust can subsidize transition planning for post-secondary programs is a common one, particularly for families …
The question of whether a trust can sponsor wellness challenges or reward programs is increasingly common as estate planning evolves …
Why would someone want an irrevocable trust? The only three times you might want to consider creating an irrevocable trust …
Let’s get this out of the way first: Most financial advisors, especially your California attorney, would tell you that creating …
Healthcare Proxy: Your healthcare proxy should be someone who understands your medical preferences and can advocate for your healthcare needs. …