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Can I create rotating beneficiary roles for certain assets?

June 3, 2025 by admin

The concept of “rotating beneficiary roles”—where beneficiary designations shift over time—is not typically a standard feature within traditional estate planning …

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Can I assign co-beneficiaries on a rotating schedule?

June 3, 2025 by admin

The concept of assigning co-beneficiaries on a rotating schedule, while not a standard practice, is certainly something Ted Cook, an …

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Can a trustee be removed from a testamentary trust?

June 3, 2025 by admin

Testamentary trusts, established through a will, offer a structured way to manage assets after someone’s passing, but what happens when …

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Can the trust underwrite disability insurance for key beneficiaries?

June 3, 2025 by admin

The question of whether a trust can directly “underwrite” disability insurance for key beneficiaries is nuanced, as trusts don’t operate …

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Can a trust be used to manage vacation homes?

June 3, 2025 by admin

Absolutely, a trust can be a remarkably effective tool for managing vacation homes, offering benefits that extend far beyond simple …

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Can I create a plan for donating my body to science?

May 9, 2025 by admin

The prospect of donating one’s body to science is a generous and impactful decision, offering invaluable contributions to medical research, …

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Can I create a feedback loop in the trust for beneficiary satisfaction?

May 9, 2025 by admin

Establishing a feedback loop within a trust, while not a standard practice, is becoming increasingly popular as trust administration evolves …

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Can I create a charitable remainder trust using a blended family plan?

May 9, 2025 by admin

The intersection of charitable giving and blended family estate planning presents unique challenges, but it is absolutely possible to create …

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Can I coordinate my estate plan with my insurance policies?

May 9, 2025 by admin

Estate planning is often viewed as solely about wills and trusts, but a truly comprehensive plan must integrate all your …

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Can I control how and when my children receive assets from a bypass trust?

May 9, 2025 by admin

The question of controlling asset distribution from a bypass trust, particularly concerning children, is a central one for many estate …

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