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  • Who We Are
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  • Who You Are
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  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate & Trust Administration
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
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    • Schedule Online
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  • Resources
    • Blog
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    • FAQs – Trust Funding
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Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential

by Trust Counsel | Mar 28, 2025 | Articles

You’ve taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about keeping your family out of court and conflict, ensuring your wishes are known and honored, and you do not want to leave behind a...
Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

Beyond the FDIC Safety Net: Protecting Your Cash When Your Savings Exceed Insurance Limits

by Trust Counsel | Mar 21, 2025 | Articles, Estate Planning

Imagine this: You’ve spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and discipline. One morning, you’re sipping coffee and browsing the news when headlines about a bank failure catch your eye. Your...
Estate Planning Lessons from Influential Women – A Tribute for Women’s History Month

Estate Planning Lessons from Influential Women – A Tribute for Women’s History Month

by Trust Counsel | Mar 14, 2025 | Articles, Celebrity Estates

March is Women’s History Month, a time to celebrate the achievements of trailblazing women who changed the world. But their impact doesn’t stop at their careers—their estate planning decisions (or lack thereof) also offer powerful lessons about protecting wealth,...
Planning a Trip? Protect Your Children with a Kids Protection Plan®

Planning a Trip? Protect Your Children with a Kids Protection Plan®

by Trust Counsel | Mar 7, 2025 | Articles, Kids Protection Planning

As Spring Break approaches, followed by summer, you’re likely focused on planning the perfect getaway with your children – booking flights, reserving hotels, and mapping out exciting activities. But there’s one crucial aspect of travel planning that...
Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples

by Trust Counsel | Feb 28, 2025 | Estate Planning

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their marriages are rolled back. You’ve worked hard to build a life together, and the last thing you need is uncertainty about whether your...
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