Ready to Write Your Will? Consider This Before You Go It Alone or Online
A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small
ARTICLES
ARTICLES
Everything you need to know
about the areas of family wealth succession and preservation.
Everything you need to know
about the areas of family wealth succession and preservation.
Have Foreign Accounts? These Are the Filing Requirements
By law, many U.S. taxpayers with foreign accounts exceeding certain thresholds must file Form 114, Report of Foreign Bank and Financial Accounts, known as the
Weathering the Storm: How Families Can Plan for Natural Disasters
Planning for natural disasters is more than just stocking up on canned food and water. In a natural disaster, food and water will keep
How to Ensure Your Pets Are Protected and Well-Cared For in the Event of Your Death or Incapacity
If you have pets, you probably want to make sure they are well-taken care of, if anything happens to you. Unfortunately, wishing for their
The Ten Richest Families in America and Their Rise to Riches
Self-made millionaires are not uncommon in the dotcom era, but their fortunes pale in comparison to those of the ten richest families in America.
The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case
DIY wills are becoming more prevalent as legal services can now be accessed easily online. For better or worse, more and more people are
Easy Mistakes to Avoid When Passing Assets to Your Child
Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in
What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?
When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having
How Legal Planning Helps Build a Strong Blended Family
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,
Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not?
While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations
Planning Pays Off: An Illustrative Look at Carrie Fisher’s Semi-Failed Estate Plan
Whether your estate is modest or movie star worthy, the value of a good estate plan, properly handled, cannot be underestimated. A comprehensive plan
Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?
Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out
About Trust Counsel
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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About Trust Counsel
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.
Sign up for our newsletter
Get our most popular content sent straight to your inbox from the team behind the scenes.