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  • Who You Are
    • Families
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  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Reduction for Taxable Estates
    • Asset Protection
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business and Real Estate Succession
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
    • Charitable and Legacy Planning
  • Getting Started
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Saving What Matters: 12 Must-Have Items To Pack in Your Go-Bag

by Trust Counsel | Jan 4, 2019 | Articles, Estate Planning, Family

It’s the middle of the night. The authorities just notified you that you have 20 minutes to evacuate your home before a raging wildfire cuts off the exit from your neighborhood, leaving you trapped. The fire is advancing at the rate of a football field every second,...

Think Your Homeowners Insurance Offers Protection From Natural Disasters? Think Again

by Trust Counsel | Dec 21, 2018 | Articles

  From wildfires in California and hurricanes in Texas to floods in West Virginia, hardly any area of the U.S. is immune from the threat of natural disasters. And according to a report released by the government regarding climate change and its impact on Black Friday,...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2

by Trust Counsel | Dec 14, 2018 | Articles, Asset Protection, Estate Planning, Financial, Trusts, Wills

  In the first part of this series, we discussed the importance of including your digital assets in your estate plan. Here, we’ll talk about the best ways to get started with this process. Today, estate planning encompasses not just tangible property like finances and...

The “Art” of Estate Planning

by Trust Counsel | Dec 13, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Trusts, Wills

Just as there is an “art” to collecting artwork, there is an “art” to addressing artwork in a person’s estate plan. The failure of properly planning for the disposition of an artwork collection upon the person’s death can be costly—both in terms of money and family...

David Rockefeller: A Titan of Art Planning

by Trust Counsel | Dec 13, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

Earlier this year, the renowned auction house known as Christie’s, staged the most significant charity auction in history: The Collection of Peggy and David Rockefeller. The result: all 1,500 lots sold for a total of $832.6 million—all of which were directed to causes...
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