by Whoosh Agency | Oct 22, 2026 | Estate Planning
How the two provisions complement each other A spendthrift clause and a HEMS standard address different risks, and together they protect assets both inside the trust and on their way to the beneficiary. The spendthrift clause controls who can reach the beneficiary’s...
by Whoosh Agency | Oct 20, 2026 | Estate Planning
What is a HEMS provision? A HEMS provision allows the trustee to make distributions for a beneficiary’s health, education, maintenance, and support. It gives the trustee a defined standard for deciding when to pay out trust funds, rather than unlimited discretion. The...
