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  • Who You Are
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    • Trusts & Estate Planning
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  • Getting Started
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National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

National Unclaimed Property Day: Why Estate Planning is More Than Just Documents

by Trust Counsel | Jan 24, 2025 | Articles, Estate Planning

Every year on February 1st, we observe National Unclaimed Property Day – a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn’t just spare change we’re talking...
2025 Tax Year Estate Planning Related Tax Exemption Figures

2025 Tax Year Estate Planning Related Tax Exemption Figures

by Trust Counsel | Dec 30, 2024 | Articles, Estate Tax

While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) basis. Because fairly high inflation continued during 2024, we reap the rewards of higher-than-normal increases in...
Year-End Options for Giving to Charity

Year-End Options for Giving to Charity

by Trust Counsel | Dec 27, 2024 | Articles, Estate Planning

The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they care about while creating a lasting legacy. Whether you want to establish a...
BOI/CTA UPDATE: Appeals Court Reinstates – Then Suspends – Corporate Transparency Act Filing Requirement

BOI/CTA UPDATE: Appeals Court Reinstates – Then Suspends – Corporate Transparency Act Filing Requirement

by Trust Counsel | Dec 27, 2024 | Articles, Business Succession, Business/ Corporate Law

UPDATE: Many recent changes have occurred related to the Corporate Transparency Act (“CTA”) and the requirement for all business owners to disclose their personal information to the US government. Here’s what’s transpired since a Texas federal court first suspended...

Luigi Mangione Might Be Excluded From Inheriting Grandma’s $30M Fortune

by Trust Counsel | Dec 19, 2024 | Articles, Celebrity Estates

Luigi Mangione, a 26-year-old Ivy League graduate now charged with the murder of UnitedHealthcare CEO Brian Thompson, may face more than just legal consequences. His grandmother, the late Mary Mangione, a Baltimore philanthropist and wife of real estate mogul Nick...
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