Can I separate healthcare and financial powers of attorney?
Yes, you absolutely can, and often it’s a very wise decision to do so, as separating these crucial documents allows …
What is a trustee’s fiduciary duty?
A trustee’s fiduciary duty represents the highest standard of care imposed by law, demanding unwavering loyalty, honesty, and good faith …
Can I appoint a guardian for an adult child with cognitive disabilities?
Navigating the future care of an adult child with cognitive disabilities requires careful planning, and a crucial component of that …
Can I plan for business succession in my estate plan?
Absolutely, incorporating business succession planning into your estate plan is not only possible, but often crucial for the continued success …
Can I require digital literacy training before financial access?
In an increasingly digital world, the question of whether to require digital literacy training before granting access to financial resources …
Can a bypass trust be used in community property states?
Yes, a bypass trust, also known as a credit shelter trust or an A-B trust, can absolutely be utilized in …
Can a CRT support capital campaigns of a specific charity?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to a charity while retaining …
Can I require that heirs draft personal mission statements?
The question of whether an estate planning attorney like Steve Bliss can *require* heirs to draft personal mission statements as …
Can a trustee be held personally liable?
The question of whether a trustee can be held personally liable is a critical one for anyone taking on the …
Can I prohibit the resale of inherited assets within a specific time window?
The question of restricting the resale of inherited assets is a complex one, frequently encountered by estate planning attorneys like …