Can I require the charity to provide program-specific updates to my heirs?
The question of whether you can require a charity to provide program-specific updates to your heirs when establishing a charitable …
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Can I require that the trust avoid investing in leveraged ETFs?
Estate planning, especially concerning the investment strategies within a trust, requires careful consideration of risk tolerance and long-term goals. Many …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
The question of whether you can require heirs to maintain a personal financial reserve before accessing a trust is a …
Can I require that a portion of all distributions go to a family charitable trust?
The question of incorporating charitable giving into a trust distribution scheme is a common one, particularly for families deeply committed …
Can I require specific lifestyle choices in the trust?
The question of whether you can require specific lifestyle choices within a trust is a surprisingly common one for those …
Can I require regular trustee check-ins with the beneficiary?
The question of whether a trustee can, or should, require regular check-ins with a beneficiary is a common one in …
Can I require quarterly performance reviews of trust investments?
As a beneficiary or even a trustee of a trust, understanding the performance of the investments held within it is …