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  • Who You Are
    • Families
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  • How We Work
  • 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
    • Blended Family and Surviving Spouse
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
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  • Resources
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    • FAQs – Trust Funding
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How to Pass Down Your Family Wealth Legacy During The Holidays

How to Pass Down Your Family Wealth Legacy During The Holidays

by Trust Counsel | Dec 17, 2021 | Articles, Asset Protection, Business Succession, Estate Planning, Estate Tax, Family, Trusts, Wills

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being...
Poor Paris: Barron Hilton Leaves Paris’ Pockets Barren in a Not so Hot Family Drama

Poor Paris: Barron Hilton Leaves Paris’ Pockets Barren in a Not so Hot Family Drama

by Trust Counsel | Dec 10, 2021 | Articles, Asset Protection, Celebrity Estates

The early 2000s may be over, but the glossy, glittery, pink power of some of its most iconic figures is back in full swing. With velour track suits back in style and Britney free again, it seems as if we’ve gone back in time…but the transition wouldn’t be complete...
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

by Trust Counsel | Oct 29, 2021 | Articles, Estate Planning, Family, Financial

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated.  Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and...
How Estate Planning Can Bring Blended Families Closer

How Estate Planning Can Bring Blended Families Closer

by Trust Counsel | Oct 22, 2021 | Articles, Estate Planning, Family, Financial

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together. If...
Why You Need a Trust – Even if You Aren’t Rich

Why You Need a Trust – Even if You Aren’t Rich

by Trust Counsel | Oct 15, 2021 | Articles, Asset Protection, Estate Planning, Trusts

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of incomes who want to accomplish a specific purpose...
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