Can my estate fund climate change adaptation for family property?
The question of whether an estate can fund climate change adaptation for family property is increasingly relevant as environmental challenges …
San Diego County
Can I write in a beneficiary scoring system for incentive-based inheritance?
The concept of incentive-based inheritance, where beneficiaries receive different portions of an estate based on pre-defined achievements or behaviors, is …
Can I use the trust to promote environmental or ethical values?
Estate planning often focuses on the financial and material aspects of wealth transfer, but increasingly, individuals are seeking ways to …
Can I use the trust to equalize inheritance among heirs?
The question of ensuring fair and equal distribution of assets among heirs is a common concern for many individuals undertaking …
Can I use the bypass trust to ensure support for future grandchildren?
The question of providing for future grandchildren is a common concern for estate planning clients, and the bypass trust – …
Can I use gamified benchmarks to unlock legacy access?
The concept of linking estate planning access—specifically legacy access to assets held in trust—to “gamified benchmarks” is a fascinating, and …
Can I use estate planning to provide for long-term philanthropic goals?
Estate planning is often viewed as a means to protect assets for family, but it’s a remarkably powerful tool for …