Can I include a family mission statement in the trust?
That’s a surprisingly common question for families engaging in estate planning with Steve Bliss, and the answer is a nuanced …
How Do I Protect My Digital Assets in an Estate Plan?
The screen flickered, revealing a cryptic error message: “File Not Found.” Sarah’s heart sank. Her father had passed away suddenly, …
How do I settle a miscommunication over my estate documents near me?
The crisp air bit at Daniel’s face as he trudged up the walkway, manila envelope clutched tightly in his hand. …
Where can I turn for answers about estate planning near me?
The phone rang, jarring Margaret awake. Her heart pounded against her ribs. It was the hospital. Her Uncle George had …
Where do I file an urgent request for estate planning support near me?
The phone slipped from Sarah’s trembling hand, clattering onto the hardwood floor. Her mother’s recent passing had left her reeling, …
Who are the highest-rated providers for trust legal services?
The old, leather-bound journal felt heavy in my hands. Its pages whispered with stories of generations past, filled with names …
Can I require the trustee to consult with an advisor?
Estate planning, particularly involving trusts, often centers on ensuring assets are managed responsibly and in accordance with the grantor’s wishes. …
Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal emphasis on …
Can I require that trust-funded tech be set up with privacy settings enabled?
The digital age presents unique challenges for estate planning, especially when assets held within a trust include technology – smartphones, …
Can I require that real estate be used for housing rather than resale?
The question of dictating the ultimate use of inherited real estate—specifically, ensuring it remains housing rather than being sold for …