What’s my first move if I need to update my will near by?
The phone rang, shattering the quiet of the afternoon. It was Sarah, her voice trembling. “My father passed away,” she …
Can a bypass trust offset tax on inherited annuities?
The question of whether a bypass trust can offset tax on inherited annuities is complex, deeply rooted in estate tax …
What is the benefit of holding life insurance in a trust?
Holding life insurance within a trust, particularly an Irrevocable Life Insurance Trust (ILIT), offers a multifaceted approach to estate planning, …
Where can I find a vetted estate planning lawyer near by
The phone rang, jarring me awake. My heart pounded; it was the hospital. My Uncle Harold had been in an …
Can the trust incentivize public service careers through bonuses or grants?
The question of whether a trust can incentivize public service careers through bonuses or grants is a fascinating one, increasingly …
How Can I Protect My Assets For Future Generations?
The aroma of freshly baked bread wafted through the air, mingling with the scent of lavender from the garden. Sarah …
Can I require social impact investment reporting from trust-funded ventures?
The question of whether you can require social impact investment reporting from ventures funded by a trust is increasingly relevant …
What’s the best way to initiate help with an estate planning lawyer near by?
The phone buzzed incessantly, startling me awake. It was my sister, Sarah, her voice trembling with anxiety. “Dad just passed …
What financial reporting must a testamentary trust provide annually?
Testamentary trusts, established through a will after someone passes away, require diligent financial reporting to ensure transparency and legal compliance, …
Can I add a beneficiary mid-term if my family circumstances change?
The flexibility of estate planning documents, particularly trusts, is a common question for Ted Cook’s clients here in San Diego, …