by Trust Counsel | Mar 15, 2024 | Articles, Asset Protection, Business Succession, Estate Planning, Financial, High Net Worth, Inheritance, Trusts, Wills
Selecting the individual to lead your business after you step down is a huge decision. It’s not merely about finding someone who mirrors your personality or whom you favor personally. Rather, the crux lies in identifying a successor who possesses the right...
by Trust Counsel | Mar 1, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning, Family, Financial, Inheritance
14 Ways to Show Your Finances Some Love This Year – Part 2Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k)...
by Trust Counsel | Feb 23, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Estate Planning
14 Ways to Show Your Finances Some Love This Year – Part 1 Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves...
by Trust Counsel | Feb 19, 2024 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Trusts
After years of drama, entertainment, and controversy, the Kardashian family is back with their newest reboot, “The Kardashians.” While we could talk about this iconic reality TV show and all of its interesting and educational qualities, we think it’s...
by Trust Counsel | Jan 12, 2024 | Articles, Asset Protection, Business Succession
At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it’s the secret sauce behind your best-selling product or the innovative approach that sets...
by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Business Succession, Celebrity Estates, Estate Planning, Estate Tax, Probate, Retirement
Tom Carvel, the father of soft-serve ice cream, provided us with generations of creamy, ice-cold delights while also being the mastermind behind the franchise system in the United States. It all started back in 1934 when Tom’s ice cream truck got a flat tire on...
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