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
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about the areas of family wealth succession and preservation.

about the areas of family wealth succession and preservation.
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
A Tale of Ancillary Probate: Two and a Half Years, Three States, & Six Separate Probate Proceedings! For many families, owning land is a
As we begin 2017, we like to remind our clients, friends, and professional associates to pause and reflect on their goals (whether for themselves
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
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
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
Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that
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 (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another
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
Often I get clients who are interested in objecting to a Last Will and Testament because of suspected undue influence of their loved one. In Florida
Young families face different estate planning needs and challenges than those who have had a long life behind them. While established families may be concerned
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.