
If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s
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about the areas of family wealth succession and preservation.

about the areas of family wealth succession and preservation.

If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s

Before we dive into our top tips (and lessons learned) for setting yourself up to take a stress-free vacation, let us be clear on what

For any late 80s and early 90s kid, “Full House” was essential viewing, and its characters were icons of the television. Perhaps this is why

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and vehicles. Yet these

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue other

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to

We at Trust Counsel know one thing to be true: with every year comes new surprises. But on December 31st, 2021, America lost one of

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or

Well, readers, as we so often see, the time has flown, and the only way to know it is by keeping an eye on the

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime
We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
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We are Trust Counsel – Our name says it all. We are specialists. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, Business Succession, and Probate. We know what we are doing. We love what we are doing. We believe in what we are doing.
Get our most popular content sent straight to your inbox from the team behind the scenes.