by Trust Counsel | Jan 8, 2024 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Health Care Directive, Real Property / Real Estate, Retirement
Strategic Real Estate Shifts: Preparing for Life’s Changes In anticipation of his health decline, Bruce Willis strategically offloaded nearly $65 million worth of luxury properties, a move that insiders say reflects a deliberate preparation for a shift in...
by Trust Counsel | Nov 17, 2023 | Articles, Asset Protection, Family, Financial, IRAs / 401(k), Retirement, Special Needs Planning, Uncategorized, Wills
This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family. Read more… What You Must Know About Your Right to Your Spouse’s Retirement...
by Trust Counsel | Jun 26, 2023 | Articles, Asset Protection, Estate Planning, Family, Financial, Inheritance, Retirement, Trusts, Wills
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved...
by Trust Counsel | Nov 8, 2022 | Articles, Asset Protection, Business Succession, Case Law, Family, Financial, Health Care Directive, Income Tax, Retirement, Uncategorized
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online legacy will be determined for you—and not by you. If you have any online accounts, such as Gmail, Facebook, Instagram, LinkedIn,...
by Trust Counsel | May 20, 2022 | Articles, Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While your individual retirement plan and goals will be unique to your income, family situation, and desired lifestyle, most...
by Trust Counsel | Feb 4, 2021 | Articles, Asset Protection, Business Succession, Case Law, Celebrity Estates, Estate Planning, Family, Financial, High Net Worth, Incapacity, Income Tax, Inheritance, Kids Protection Planning, Liens/Debt, Retirement, Wills
It may seem like a distant memory due to more recent events, a pandemic, and a presidential election, but it has only been ONE year since NBA legend Kobe Bryant and his 13-year-old daughter, Gianna (“Gigi”), tragically passed away in a helicopter crash in Calabasas,...
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