Can I tie benefits to health-related goals or wellness metrics?
The question of whether you can tie benefits to health-related goals or wellness metrics is increasingly relevant as employers and …
San Diego County
Can I support home accessibility renovations through my estate?
Estate planning isn’t solely about distributing assets after your passing; it’s about reflecting your values and ensuring your wishes are …
Can I support beneficiaries with disabilities beyond basic needs?
Estate planning, at its core, is about providing for loved ones, and for those with beneficiaries who have disabilities, this …
Can I structure the trust to support caregiving for disabled family members?
Establishing a trust is a powerful tool for securing your family’s financial future, but its potential extends far beyond simple …
Can I structure the trust to evolve into a multigenerational pooled asset fund?
The question of whether a trust can be structured to evolve into a multigenerational pooled asset fund is a common …
Can I structure incentive distributions for philanthropy milestones?
The question of structuring incentive distributions tied to philanthropic milestones is becoming increasingly common, particularly amongst high-net-worth individuals and families …
Can I structure a sabbatical fund for public-interest work?
The idea of funding a sabbatical dedicated to public-interest work is gaining traction, particularly amongst those nearing retirement or established …