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  • Who We Are
    • Our Firm
    • Our People
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Administration
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

by Trust Counsel | Jul 28, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how your life changes, your plan needs to change with it. To make...
Building Client Connection and Trust Through Your Legal Agreements

Building Client Connection and Trust Through Your Legal Agreements

by Trust Counsel | Jul 28, 2023 | Articles, Financial

Cash flow is king when it comes to business, and maintaining strong cash flow requires consistent sales. That may sound obvious, but what’s likely unclear to you is how your legal agreements can greatly impact your sales. You may be losing sales because of how you...
Beyond the Dream House: Barbie’s Journey of Reflection and Estate Planning

Beyond the Dream House: Barbie’s Journey of Reflection and Estate Planning

by Trust Counsel | Jul 25, 2023 | Articles, Asset Protection, Estate Planning, Trusts, Wills

It is finally here, Greta Gerwigs “Barbie” hits theaters in a both fashionable and incredibly bright pink fashion. While you may anticipate a fun flick and a bit of nostalgia it was that and more transcending the Iconic American character into a blockbuster hit....
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial, Trusts, Wills

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising if you did think this. You work with your...
Should I Operate as a Sole Proprietor or a Corporation?

Should I Operate as a Sole Proprietor or a Corporation?

by Trust Counsel | Jul 21, 2023 | Articles, Asset Protection, Business/ Corporate Law, Estate Tax, Financial

As a small business owner, there were a lot of decisions you considered when you started your business, from what services to offer and where your business would be located, to what color your logo should be and what font you’ll use. You also had to choose what kind...
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