Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they
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about the areas of family wealth succession and preservation.

about the areas of family wealth succession and preservation.
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they
Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border due to the
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder
It always surprises me to hear parents who have a child with special needs tell me that they were not aware of what they needed
The news of Anthony Bourdain’s suicide totally shocked me last week. Bourdain seemed to live the life many of us aspire to lead but do
The IRS has recently issued a reminder to taxpayers that the automatic two-month extension for U.S. citizens and resident aliens living abroad for filing the
For many people, the basics of estate planning are simple enough, but for those families with loved ones who are disabled or have special needs,
In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following
In the 1980s, the late actor Alan Thicke played the wise-but-hip father figure and psychiatrist Dr. Jason Seaver in the sitcom Growing Pains. Following Alan’s
Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated. In such cases, if there
One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and anonymous. There are no financial institutions controlling it, and
Last week, we shared the first part of our series on the importance of estate planning for those without children. Here in part two, we
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.