Have Unused 529 College Savings? Roll Them Into a Roth in 2024

by Trust Counsel | Jan 5, 2024 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impact your family’s...

A Fortune’s Unlikely Heirs: Hermès Successor, Devoid of Offspring, Chooses Former Gardener, and Handyman as Beneficiaries for Half of $12 Billion Wealth, Reports Reveal

by Trust Counsel | Jan 3, 2024 | Articles, Celebrity Estates

In a fascinating exploration of the intersection between personal relationships and meticulous estate planning, the narrative of Nicolas Puech, an heir to the esteemed Hermès legacy, unveils a distinctive approach to wealth distribution that intricately weaves cause...

Should Your Business Be Using  Non-Disclosure Agreements?

by Trust Counsel | Dec 9, 2023 | Uncategorized

Should Your Business Be Using  Non-Disclosure Agreements? At the core of many successful businesses lies a treasure trove of trade secrets—unique processes, formulas, or strategies that give a company a competitive edge. Whether it’s the secret sauce behind your...

The Million-Dollar Question: Who’s Next in Line for Matthew Perry’s ‘Friends’ Residuals?

by Trust Counsel | Nov 22, 2023 | Articles

The Million-Dollar Question: Who’s Next in Line for Matthew Perry’s ‘Friends’ Residuals? Matthew Perry, the inimitable Chandler Bing from the iconic TV show Friends, may have left us, but his legacy, along with his bankable character, lives on,...

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

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...