Can I allow a philanthropic adviser to recommend charitable distributions?
The question of whether you can allow a philanthropic advisor to recommend charitable distributions from your trust is a common …
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Can I allocate investment performance bonuses to a CRT trustee?
The question of whether you can allocate investment performance bonuses to a Charitable Remainder Trust (CRT) trustee is complex and …
Can I allocate different spending categories with varying degrees of access control?
The question of allocating different spending categories with varying degrees of access control within a trust is a critical one, …
Can I allocate a portion of the trust to social impact investing?
The question of incorporating social impact investing into a trust is becoming increasingly common as beneficiaries and settlors alike prioritize …
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However, your life insurance policy will pay out directly to your named beneficiary, and therefore does not need to be …