How to Make Your First Million by Age 40
Being in your 20s or 30s doesn’t mean financial success is decades away. In fact, earning big money is often even more possible when
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.
6 Important Estate Planning Tips for Newlyweds
Formal invitations for this year’s wedding season have begun to arrive! I have 3 weddings scheduled from June to the end of the year. So
Does Your Parent Need Help With Finances? Start Here.
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen-X’ers and Millennials. And, stepping in to help manage your
Owning Land in Multiple States Without a Trust Will Cost Your Heirs a Lot of Money!
A Tale of Ancillary Probate: Two and a Half Years, Three States, & Six Separate Probate Proceedings! For many families, owning land is a
Your Simple Estate Planning Review Checklist for 2017
As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves
3 Health Care Documents You Need to Include in Your Estate Plan
Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to
Estate Planning is CRITICAL For Unmarried Couples
If you died and were unmarried, who would plan your funeral? What would happen to your estate – i.e. everything you own? What if you had
How to Incorporate Family Values in Your Estate Plan
Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers
Don’t “Set it and Forget it!”
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that
Steve Jobs Reminds Us to “Live Before You Die”
This time of year as I look upon the previous year and set goals for the future, I am always reminded of Steve Jobs’ 2005
Power of Attorney: What Is It and Is It Enough?
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another
How These Common Assets Can Affect Your Financial Aid Eligibility
Financial aid is a valuable resource for students and their families. And sending a child off to college is one of life’s biggest (and often
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.