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How does a testamentary trust handle digital estate content like NFTs?

May 11, 2025 by admin

The rise of digital assets, particularly Non-Fungible Tokens (NFTs), has presented a novel challenge for estate planning. Traditionally, testamentary trusts …

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How does a special needs trust interact with ABLE accounts?

May 11, 2025 by admin

For families navigating the complexities of providing long-term financial security for a loved one with disabilities, understanding the interplay between …

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How do testamentary trusts manage irregular income assets?

May 11, 2025 by admin

Testamentary trusts, established through a will and taking effect after death, present unique challenges when dealing with assets that don’t …

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How do I update a testamentary trust?

May 11, 2025 by admin

Testamentary trusts, created within a last will and testament, offer a powerful tool for managing assets after one’s passing, particularly …

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How do I resign as trustee of my own trust?

May 11, 2025 by admin

Resigning as trustee of your own trust, while seemingly straightforward, requires careful navigation of legal and practical considerations. It’s a …

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  • Sarah and David, a couple residing in a charming neighborhood of San Diego, always believed they had plenty of time to address estate planning. They were in their early forties, with two young children, a comfortable home, and burgeoning careers. However, a sudden, unexpected illness struck David, forcing Sarah to confront the reality that life’s plans can change in an instant. Overwhelmed with medical bills, childcare responsibilities, and grief, Sarah quickly discovered that David’s lack of a comprehensive estate plan had created a complex web of legal and financial challenges, leaving their family vulnerable and uncertain about the future.

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